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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 | $96,885 | $162,136-40.2% | $152,301-36.4% | $154,746-37.4% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 18.11% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $861 | $4,890-82.4% | $4,624-81.4% | $4,379-80.3% |
| Participant deferral / active EE | $7,614 | $8,341-8.7% | $8,004-4.9% | $6,730+13.1% |
| Admin fee / account holder | $1,222 | $15,759-92.2% | $14,398-91.5% | $14,365-91.5% |