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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 | $96,203 | $183,988-47.7% | $162,177-40.7% | $152,897-37.1% |
| Participation rate | 64.7% | 88.5%-23.8pp | 87.6%-22.8pp | 82.5%-17.7pp |
| Annual return | 20.05% | 150.79%-130.7pp | 115.60%-95.6pp | 345.43%-325.4pp |
| Employer contribution / active EE | $1,376 | $6,370-78.4% | $5,613-75.5% | $4,764-71.1% |
| Participant deferral / active EE | $3,417 | $8,032-57.5% | $7,297-53.2% | $5,851-41.6% |
| Admin fee / account holder | $304 | $13,123-97.7% | $10,843-97.2% | $11,599-97.4% |