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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 | $107,044 | $138,075-22.5% | $123,552-13.4% | $135,379-20.9% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | 6.07% | 153.70%-147.6pp | 119.20%-113.1pp | 519.79%-513.7pp |
| Employer contribution / active EE | $377 | $5,152-92.7% | $4,628-91.9% | $4,779-92.1% |
| Participant deferral / active EE | $2,309 | $6,800-66.0% | $6,426-64.1% | $5,609-58.8% |
| Admin fee / account holder | $21,328 | $10,917+95.4% | $9,285+129.7% | $10,828+97.0% |