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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 | $81,448 | $183,516-55.6% | $155,534-47.6% | $145,884-44.2% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.6pp | 80.3%-63.6pp |
| Annual return | 17.79% | 61.43%-43.6pp | 64.92%-47.1pp | 551.85%-534.1pp |
| Employer contribution / active EE | $600 | $5,315-88.7% | $4,675-87.2% | $4,662-87.1% |
| Participant deferral / active EE | $5,083 | $6,467-21.4% | $5,630-9.7% | $6,690-24.0% |
| Admin fee / account holder | $1,286 | $19,293-93.3% | $15,900-91.9% | $13,392-90.4% |