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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 | $100,393 | $166,268-39.6% | $165,100-39.2% | $145,897-31.2% |
| Participation rate | 15.4% | 82.0%-66.6pp | 78.6%-63.2pp | 80.3%-64.9pp |
| Annual return | 23.52% | 100.52%-77.0pp | 70.21%-46.7pp | 552.29%-528.8pp |
| Employer contribution / active EE | $698 | $5,284-86.8% | $4,348-83.9% | $4,663-85.0% |
| Participant deferral / active EE | $3,538 | $6,964-49.2% | $6,035-41.4% | $6,689-47.1% |
| Admin fee / account holder | $937 | $16,659-94.4% | $12,696-92.6% | $13,390-93.0% |