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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 | $90,748 | $209,425-56.7% | $178,499-49.2% | $158,966-42.9% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 7.82% | 188.80%-181.0pp | 151.10%-143.3pp | 302.95%-295.1pp |
| Employer contribution / active EE | $944 | $5,707-83.5% | $5,011-81.2% | $4,762-80.2% |
| Participant deferral / active EE | $2,804 | $5,955-52.9% | $5,202-46.1% | $5,983-53.1% |
| Admin fee / account holder | $14,120 | $17,078-17.3% | $13,986+1.0% | $11,250+25.5% |