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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 | $92,563 | $183,592-49.6% | $155,574-40.5% | $145,877-36.5% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 15.35% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $729 | $5,317-86.3% | $4,676-84.4% | $4,663-84.4% |
| Participant deferral / active EE | $5,640 | $6,466-12.8% | $5,629+0.2% | $6,691-15.7% |
| Admin fee / account holder | $1,356 | $19,316-93.0% | $15,914-91.5% | $13,402-89.9% |