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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 | $117,389 | $160,070-26.7% | $147,117-20.2% | $145,897-19.5% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 15.15% | 98.69%-83.5pp | 420.54%-405.4pp | 552.29%-537.1pp |
| Employer contribution / active EE | $365 | $5,285-93.1% | $4,932-92.6% | $4,663-92.2% |
| Participant deferral / active EE | $7,625 | $8,419-9.4% | $8,065-5.5% | $6,689+14.0% |
| Admin fee / account holder | $671 | $15,035-95.5% | $12,993-94.8% | $13,390-95.0% |