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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 | $125,065 | $184,000-32.0% | $162,185-22.9% | $152,909-18.2% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.6%-23.9pp | 82.5%-18.8pp |
| Annual return | 14.16% | 150.80%-136.6pp | 115.61%-101.4pp | 345.46%-331.3pp |
| Employer contribution / active EE | $925 | $6,370-85.5% | $5,613-83.5% | $4,764-80.6% |
| Participant deferral / active EE | $5,116 | $8,033-36.3% | $7,297-29.9% | $5,851-12.6% |
| Admin fee / account holder | $2,295 | $13,124-82.5% | $10,844-78.8% | $11,601-80.2% |