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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 | $121,231 | $196,972-38.5% | $182,262-33.5% | $198,609-39.0% |
| Participation rate | 25.0% | 85.7%-60.7pp | 84.2%-59.2pp | 82.4%-57.4pp |
| Annual return | 13.43% | 158.27%-144.8pp | 140.60%-127.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $1,098 | $5,364-79.5% | $5,046-78.2% | $5,055-78.3% |
| Participant deferral / active EE | $9,804 | $8,643+13.4% | $8,276+18.5% | $6,977+40.5% |
| Admin fee / account holder | $380 | $18,429-97.9% | $16,712-97.7% | $19,030-98.0% |