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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 | $99,138 | $198,462-50.0% | $170,439-41.8% | $147,585-32.8% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 19.07% | 257.30%-238.2pp | 205.94%-186.9pp | 578.58%-559.5pp |
| Employer contribution / active EE | $1,066 | $6,184-82.8% | $5,433-80.4% | $4,876-78.1% |
| Participant deferral / active EE | $5,048 | $5,629-10.3% | $4,939+2.2% | $5,439-7.2% |
| Admin fee / account holder | $8,131 | $16,852-51.7% | $13,881-41.4% | $10,886-25.3% |