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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 | $96,077 | $134,817-28.7% | $123,973-22.5% | $155,188-38.1% |
| Participation rate | 6.7% | 79.4%-72.7pp | 76.7%-70.0pp | 80.8%-74.1pp |
| Annual return | 17.30% | 515.49%-498.2pp | 388.13%-370.8pp | 148.84%-131.5pp |
| Employer contribution / active EE | $391 | $4,425-91.2% | $4,126-90.5% | $4,248-90.8% |
| Participant deferral / active EE | $2,074 | $5,706-63.7% | $5,247-60.5% | $6,531-68.2% |
| Admin fee / account holder | $350 | $13,245-97.4% | $11,799-97.0% | $14,480-97.6% |