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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 | $116,226 | $160,040-27.4% | $147,096-21.0% | $145,877-20.3% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 23.84% | 98.49%-74.7pp | 419.75%-395.9pp | 551.28%-527.4pp |
| Employer contribution / active EE | $719 | $5,289-86.4% | $4,936-85.4% | $4,663-84.6% |
| Participant deferral / active EE | $10,063 | $8,429+19.4% | $8,071+24.7% | $6,691+50.4% |
| Admin fee / account holder | $23,020 | $15,050+53.0% | $13,005+77.0% | $13,402+71.8% |