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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 | $119,378 | $175,231-31.9% | $149,696-20.3% | $139,466-14.4% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 22.91% | 166.77%-143.9pp | 134.46%-111.5pp | 373.66%-350.8pp |
| Employer contribution / active EE | $993 | $5,478-81.9% | $4,821-79.4% | $4,754-79.1% |
| Participant deferral / active EE | $9,585 | $6,521+47.0% | $5,682+68.7% | $6,712+42.8% |
| Admin fee / account holder | $1,310 | $16,155-91.9% | $13,212-90.1% | $11,409-88.5% |