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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 | $88,933 | $183,988-51.7% | $162,177-45.2% | $152,897-41.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 48.65% | 150.79%-102.1pp | 115.60%-67.0pp | 345.43%-296.8pp |
| Employer contribution / active EE | $1,020 | $6,370-84.0% | $5,613-81.8% | $4,764-78.6% |
| Participant deferral / active EE | $9,500 | $8,032+18.3% | $7,297+30.2% | $5,851+62.4% |
| Admin fee / account holder | $557 | $13,123-95.8% | $10,843-94.9% | $11,599-95.2% |