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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 | $145,537 | $209,425-30.5% | $178,499-18.5% | $158,966-8.4% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 8.81% | 188.80%-180.0pp | 151.10%-142.3pp | 302.95%-294.1pp |
| Employer contribution / active EE | $768 | $5,707-86.5% | $5,011-84.7% | $4,762-83.9% |
| Participant deferral / active EE | $5,217 | $5,955-12.4% | $5,202+0.3% | $5,983-12.8% |
| Admin fee / account holder | $1,326 | $17,078-92.2% | $13,986-90.5% | $11,250-88.2% |