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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 | $122,482 | $217,432-43.7% | $185,851-34.1% | $167,553-26.9% |
| Participation rate | 58.3% | 86.1%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 12.65% | 148.43%-135.8pp | 122.11%-109.5pp | 478.89%-466.2pp |
| Employer contribution / active EE | $668 | $5,874-88.6% | $5,168-87.1% | $4,840-86.2% |
| Participant deferral / active EE | $2,324 | $6,357-63.4% | $5,569-58.3% | $6,343-63.4% |
| Admin fee / account holder | $17,165 | $19,820-13.4% | $16,245+5.7% | $12,316+39.4% |