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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 | $132,093 | $183,539-28.0% | $155,556-15.1% | $145,897-9.5% |
| Participation rate | 15.8% | 82.7%-66.9pp | 78.2%-62.4pp | 80.3%-64.5pp |
| Annual return | 13.18% | 61.31%-48.1pp | 64.84%-51.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $712 | $5,315-86.6% | $4,675-84.8% | $4,663-84.7% |
| Participant deferral / active EE | $2,303 | $6,467-64.4% | $5,631-59.1% | $6,689-65.6% |
| Admin fee / account holder | $5,633 | $19,275-70.8% | $15,885-64.5% | $13,390-57.9% |