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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 | $134,759 | $183,988-26.8% | $162,177-16.9% | $152,897-11.9% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 25.76% | 150.79%-125.0pp | 115.60%-89.8pp | 345.43%-319.7pp |
| Employer contribution / active EE | $593 | $6,370-90.7% | $5,613-89.4% | $4,764-87.6% |
| Participant deferral / active EE | $3,745 | $8,032-53.4% | $7,297-48.7% | $5,851-36.0% |
| Admin fee / account holder | $750 | $13,123-94.3% | $10,843-93.1% | $11,599-93.5% |