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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 | $88,011 | $198,457-55.7% | $170,435-48.4% | $147,586-40.4% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 14.37% | 257.30%-242.9pp | 205.94%-191.6pp | 578.59%-564.2pp |
| Employer contribution / active EE | $814 | $6,183-86.8% | $5,432-85.0% | $4,876-83.3% |
| Participant deferral / active EE | $2,968 | $5,629-47.3% | $4,939-39.9% | $5,439-45.4% |
| Admin fee / account holder | $6,394 | $16,852-62.1% | $13,881-53.9% | $10,886-41.3% |