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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 | $84,709 | $183,592-53.9% | $155,567-45.5% | $145,959-42.0% |
| Participation rate | 38.1% | 82.7%-44.6pp | 78.2%-40.1pp | 80.3%-42.2pp |
| Annual return | 9.80% | 61.24%-51.4pp | 64.74%-54.9pp | 561.95%-552.2pp |
| Employer contribution / active EE | $333 | $5,315-93.7% | $4,674-92.9% | $4,661-92.8% |
| Participant deferral / active EE | $4,941 | $6,464-23.6% | $5,628-12.2% | $6,689-26.1% |
| Admin fee / account holder | $456 | $19,318-97.6% | $15,916-97.1% | $13,398-96.6% |