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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 | $131,019 | $209,425-37.4% | $178,499-26.6% | $158,966-17.6% |
| Participation rate | 45.5% | 86.4%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 14.43% | 188.80%-174.4pp | 151.10%-136.7pp | 302.95%-288.5pp |
| Employer contribution / active EE | $885 | $5,707-84.5% | $5,011-82.3% | $4,762-81.4% |
| Participant deferral / active EE | $2,541 | $5,955-57.3% | $5,202-51.2% | $5,983-57.5% |
| Admin fee / account holder | $11,036 | $17,078-35.4% | $13,986-21.1% | $11,250-1.9% |