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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 | $89,314 | $183,592-51.4% | $155,567-42.6% | $145,959-38.8% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 20.89% | 61.24%-40.3pp | 64.74%-43.8pp | 561.95%-541.1pp |
| Employer contribution / active EE | $666 | $5,315-87.5% | $4,674-85.8% | $4,661-85.7% |
| Participant deferral / active EE | $4,692 | $6,464-27.4% | $5,628-16.6% | $6,689-29.9% |
| Admin fee / account holder | $46,872 | $19,318+142.6% | $15,916+194.5% | $13,398+249.8% |