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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 | $85,498 | $183,516-53.4% | $155,534-45.0% | $145,884-41.4% |
| Participation rate | 18.2% | 82.7%-64.5pp | 78.2%-60.0pp | 80.3%-62.1pp |
| Annual return | 24.21% | 61.43%-37.2pp | 64.92%-40.7pp | 551.85%-527.6pp |
| Employer contribution / active EE | $407 | $5,315-92.3% | $4,675-91.3% | $4,662-91.3% |
| Participant deferral / active EE | $2,773 | $6,467-57.1% | $5,630-50.8% | $6,690-58.6% |
| Admin fee / account holder | $994 | $19,293-94.8% | $15,900-93.7% | $13,392-92.6% |