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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 | $71,494 | $180,749-60.4% | $160,784-55.5% | $137,256-47.9% |
| Participation rate | 13.0% | 80.0%-66.9pp | 77.0%-63.9pp | 80.0%-66.9pp |
| Annual return | 16.95% | 2234.46%-2217.5pp | 1803.92%-1787.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $404 | $4,155-90.3% | $3,733-89.2% | $4,156-90.3% |
| Participant deferral / active EE | $1,684 | $6,844-75.4% | $6,293-73.2% | $6,407-73.7% |
| Admin fee / account holder | $482 | $10,397-95.4% | $9,717-95.0% | $12,270-96.1% |