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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 | $108,052 | $183,988-41.3% | $162,177-33.4% | $152,897-29.3% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.5%-20.0pp |
| Annual return | 18.81% | 150.79%-132.0pp | 115.60%-96.8pp | 345.43%-326.6pp |
| Employer contribution / active EE | $641 | $6,370-89.9% | $5,613-88.6% | $4,764-86.5% |
| Participant deferral / active EE | $6,412 | $8,032-20.2% | $7,297-12.1% | $5,851+9.6% |
| Admin fee / account holder | $26,953 | $13,123+105.4% | $10,843+148.6% | $11,599+132.4% |