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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 | $99,571 | $198,457-49.8% | $170,435-41.6% | $147,586-32.5% |
| Participation rate | 44.4% | 88.0%-43.5pp | 83.6%-39.2pp | 82.8%-38.4pp |
| Annual return | 20.04% | 257.30%-237.3pp | 205.94%-185.9pp | 578.59%-558.6pp |
| Employer contribution / active EE | $896 | $6,183-85.5% | $5,432-83.5% | $4,876-81.6% |
| Participant deferral / active EE | $5,301 | $5,629-5.8% | $4,939+7.3% | $5,439-2.5% |
| Admin fee / account holder | $411 | $16,852-97.6% | $13,881-97.0% | $10,886-96.2% |