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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 | $79,473 | $198,457-60.0% | $170,435-53.4% | $147,586-46.2% |
| Participation rate | 44.4% | 88.0%-43.5pp | 83.6%-39.2pp | 82.8%-38.4pp |
| Annual return | 16.91% | 257.30%-240.4pp | 205.94%-189.0pp | 578.59%-561.7pp |
| Employer contribution / active EE | $466 | $6,183-92.5% | $5,432-91.4% | $4,876-90.4% |
| Participant deferral / active EE | $2,208 | $5,629-60.8% | $4,939-55.3% | $5,439-59.4% |
| Admin fee / account holder | $458 | $16,852-97.3% | $13,881-96.7% | $10,886-95.8% |