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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 | $98,328 | $125,184-21.5% | $105,607-6.9% | $145,884-32.6% |
| Participation rate | 59.1% | 77.6%-18.6pp | 75.3%-16.2pp | 80.3%-21.2pp |
| Annual return | 13.50% | 225.00%-211.5pp | 116.11%-102.6pp | 551.85%-538.4pp |
| Employer contribution / active EE | $732 | $3,720-80.3% | $3,167-76.9% | $4,662-84.3% |
| Participant deferral / active EE | $4,380 | $5,714-23.3% | $5,011-12.6% | $6,690-34.5% |
| Admin fee / account holder | $1,375 | $17,133-92.0% | $10,958-87.5% | $13,392-89.7% |