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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 | $160,028-27.4% | $147,080-21.0% | $145,884-20.3% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 23.84% | 98.60%-74.8pp | 420.17%-396.3pp | 551.85%-528.0pp |
| Employer contribution / active EE | $719 | $5,286-86.4% | $4,933-85.4% | $4,662-84.6% |
| Participant deferral / active EE | $10,063 | $8,422+19.5% | $8,066+24.7% | $6,690+50.4% |
| Admin fee / account holder | $23,020 | $15,030+53.2% | $12,989+77.2% | $13,392+71.9% |