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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 | $58,397 | $198,457-70.6% | $170,435-65.7% | $147,586-60.4% |
| Participation rate | 35.0% | 88.0%-53.0pp | 83.6%-48.6pp | 82.8%-47.8pp |
| Annual return | 14.52% | 257.30%-242.8pp | 205.94%-191.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $1,062 | $6,183-82.8% | $5,432-80.5% | $4,876-78.2% |
| Participant deferral / active EE | $3,293 | $5,629-41.5% | $4,939-33.3% | $5,439-39.5% |
| Admin fee / account holder | $624 | $16,852-96.3% | $13,881-95.5% | $10,886-94.3% |