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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 | $112,597 | $217,432-48.2% | $185,849-39.4% | $167,536-32.8% |
| Participation rate | 36.4% | 86.1%-49.7pp | 81.7%-45.3pp | 82.1%-45.7pp |
| Annual return | 12.34% | 148.42%-136.1pp | 122.10%-109.8pp | 478.82%-466.5pp |
| Employer contribution / active EE | $618 | $5,875-89.5% | $5,169-88.1% | $4,839-87.2% |
| Participant deferral / active EE | $4,922 | $6,357-22.6% | $5,569-11.6% | $6,342-22.4% |
| Admin fee / account holder | $949 | $19,818-95.2% | $16,244-94.2% | $12,315-92.3% |