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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,030 | $160,059-46.3% | $140,019-38.6% | $135,380-36.5% |
| Participation rate | 63.2% | 88.5%-25.4pp | 87.5%-24.3pp | 82.6%-19.5pp |
| Annual return | 4.34% | 911.48%-907.1pp | 651.17%-646.8pp | 519.81%-515.5pp |
| Employer contribution / active EE | $914 | $6,420-85.8% | $5,605-83.7% | $4,779-80.9% |
| Participant deferral / active EE | $3,033 | $7,641-60.3% | $6,927-56.2% | $5,609-45.9% |
| Admin fee / account holder | $26,270 | $13,328+97.1% | $10,705+145.4% | $10,828+142.6% |