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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 | $65,992 | $175,231-62.3% | $149,696-55.9% | $139,466-52.7% |
| Participation rate | 35.3% | 83.4%-48.1pp | 78.8%-43.5pp | 80.3%-45.0pp |
| Annual return | 17.59% | 166.77%-149.2pp | 134.46%-116.9pp | 373.66%-356.1pp |
| Employer contribution / active EE | $857 | $5,478-84.4% | $4,821-82.2% | $4,754-82.0% |
| Participant deferral / active EE | $2,040 | $6,521-68.7% | $5,682-64.1% | $6,712-69.6% |
| Admin fee / account holder | $1,204 | $16,155-92.5% | $13,212-90.9% | $11,409-89.4% |