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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 | $95,875 | $175,257-45.3% | $149,717-36.0% | $139,456-31.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 15.56% | 166.70%-151.1pp | 134.41%-118.8pp | 373.45%-357.9pp |
| Employer contribution / active EE | $935 | $5,477-82.9% | $4,820-80.6% | $4,753-80.3% |
| Participant deferral / active EE | $6,518 | $6,5210% | $5,682+14.7% | $6,711-2.9% |
| Admin fee / account holder | $834 | $16,156-94.8% | $13,213-93.7% | $11,407-92.7% |