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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 | $87,515 | $209,405-58.2% | $178,486-51.0% | $158,931-44.9% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 12.38% | 188.77%-176.4pp | 151.08%-138.7pp | 302.86%-290.5pp |
| Employer contribution / active EE | $976 | $5,707-82.9% | $5,011-80.5% | $4,761-79.5% |
| Participant deferral / active EE | $2,799 | $5,954-53.0% | $5,202-46.2% | $5,982-53.2% |
| Admin fee / account holder | $435 | $17,076-97.5% | $13,985-96.9% | $11,247-96.1% |