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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 | $119,705 | $183,539-34.8% | $155,556-23.0% | $145,897-18.0% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.6pp | 80.3%-38.6pp |
| Annual return | 8.95% | 61.31%-52.4pp | 64.84%-55.9pp | 552.29%-543.3pp |
| Employer contribution / active EE | $808 | $5,315-84.8% | $4,675-82.7% | $4,663-82.7% |
| Participant deferral / active EE | $5,547 | $6,467-14.2% | $5,631-1.5% | $6,689-17.1% |
| Admin fee / account holder | $1,137 | $19,275-94.1% | $15,885-92.8% | $13,390-91.5% |