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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 | $120,049 | $227,291-47.2% | $214,702-44.1% | $155,188-22.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 9.24% | 60.08%-50.8pp | 54.55%-45.3pp | 148.84%-139.6pp |
| Employer contribution / active EE | $1,305 | $6,772-80.7% | $6,461-79.8% | $4,248-69.3% |
| Participant deferral / active EE | $17,377 | $9,582+81.3% | $9,147+90.0% | $6,531+166.1% |
| Admin fee / account holder | $928 | $20,413-95.5% | $19,830-95.3% | $14,480-93.6% |