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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 | $118,246 | $201,370-41.3% | $184,256-35.8% | $145,897-19.0% |
| Participation rate | 11.1% | 87.5%-76.4pp | 86.8%-75.7pp | 80.3%-69.2pp |
| Annual return | 13.38% | 29.05%-15.7pp | 28.85%-15.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $250 | $7,024-96.4% | $6,427-96.1% | $4,663-94.6% |
| Participant deferral / active EE | $5,360 | $9,808-45.4% | $9,133-41.3% | $6,689-19.9% |
| Admin fee / account holder | $40,826 | $16,364+149.5% | $13,899+193.7% | $13,390+204.9% |