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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 | $78,292 | $183,592-57.4% | $155,574-49.7% | $145,877-46.3% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 13.43% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $209 | $5,317-96.1% | $4,676-95.5% | $4,663-95.5% |
| Participant deferral / active EE | $4,600 | $6,466-28.9% | $5,629-18.3% | $6,691-31.2% |
| Admin fee / account holder | $547 | $19,316-97.2% | $15,914-96.6% | $13,402-95.9% |