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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 | $136,619 | $209,425-34.8% | $178,499-23.5% | $158,966-14.1% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 23.21% | 188.80%-165.6pp | 151.10%-127.9pp | 302.95%-279.7pp |
| Employer contribution / active EE | $804 | $5,707-85.9% | $5,011-84.0% | $4,762-83.1% |
| Participant deferral / active EE | $3,891 | $5,955-34.7% | $5,202-25.2% | $5,983-35.0% |
| Admin fee / account holder | $1,090 | $17,078-93.6% | $13,986-92.2% | $11,250-90.3% |