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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 | $54,245 | $209,422-74.1% | $178,503-69.6% | $158,982-65.9% |
| Participation rate | 25.0% | 86.4%-61.4pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 20.87% | 188.81%-167.9pp | 151.12%-130.2pp | 302.99%-282.1pp |
| Employer contribution / active EE | $942 | $5,707-83.5% | $5,011-81.2% | $4,763-80.2% |
| Participant deferral / active EE | $3,477 | $5,955-41.6% | $5,202-33.2% | $5,983-41.9% |
| Admin fee / account holder | $1,282 | $17,079-92.5% | $13,987-90.8% | $11,252-88.6% |