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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 | $52,003 | $175,231-70.3% | $149,696-65.3% | $139,466-62.7% |
| Participation rate | 35.0% | 83.4%-48.4pp | 78.8%-43.8pp | 80.3%-45.3pp |
| Annual return | 16.21% | 166.77%-150.6pp | 134.46%-118.2pp | 373.66%-357.4pp |
| Employer contribution / active EE | $758 | $5,478-86.2% | $4,821-84.3% | $4,754-84.1% |
| Participant deferral / active EE | $2,791 | $6,521-57.2% | $5,682-50.9% | $6,712-58.4% |
| Admin fee / account holder | $856 | $16,155-94.7% | $13,212-93.5% | $11,409-92.5% |