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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 | $75,576 | $198,457-61.9% | $170,435-55.7% | $147,586-48.8% |
| Participation rate | 69.2% | 88.0%-18.7pp | 83.6%-14.4pp | 82.8%-13.6pp |
| Annual return | 14.18% | 257.30%-243.1pp | 205.94%-191.8pp | 578.59%-564.4pp |
| Employer contribution / active EE | $1,227 | $6,183-80.2% | $5,432-77.4% | $4,876-74.8% |
| Participant deferral / active EE | $3,520 | $5,629-37.5% | $4,939-28.7% | $5,439-35.3% |
| Admin fee / account holder | $2,928 | $16,852-82.6% | $13,881-78.9% | $10,886-73.1% |