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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 | $110,189 | $183,592-40.0% | $155,574-29.2% | $145,877-24.5% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 15.03% | 61.37%-46.3pp | 64.87%-49.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $460 | $5,317-91.4% | $4,676-90.2% | $4,663-90.1% |
| Participant deferral / active EE | $5,400 | $6,466-16.5% | $5,629-4.1% | $6,691-19.3% |
| Admin fee / account holder | $1,816 | $19,316-90.6% | $15,914-88.6% | $13,402-86.5% |