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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 | $88,894 | $159,978-44.4% | $147,041-39.5% | $145,978-39.1% |
| Participation rate | 26.3% | 84.0%-57.7pp | 82.2%-55.9pp | 80.3%-54.0pp |
| Annual return | 12.40% | 98.36%-86.0pp | 419.21%-406.8pp | 550.52%-538.1pp |
| Employer contribution / active EE | $854 | $5,288-83.8% | $4,935-82.7% | $4,662-81.7% |
| Participant deferral / active EE | $4,262 | $8,429-49.4% | $8,071-47.2% | $6,690-36.3% |
| Admin fee / account holder | $1,330 | $15,053-91.2% | $13,006-89.8% | $13,400-90.1% |