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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 | $97,400 | $209,888-53.6% | $189,545-48.6% | $167,553-41.9% |
| Participation rate | 54.5% | 88.7%-34.1pp | 87.8%-33.3pp | 82.1%-27.6pp |
| Annual return | 10.02% | 748.66%-738.6pp | 555.36%-545.3pp | 478.89%-468.9pp |
| Employer contribution / active EE | $952 | $6,915-86.2% | $6,162-84.6% | $4,840-80.3% |
| Participant deferral / active EE | $4,141 | $8,934-53.7% | $8,220-49.6% | $6,343-34.7% |
| Admin fee / account holder | $13,251 | $14,300-7.3% | $12,049+10.0% | $12,316+7.6% |