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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 | $68,754 | $175,259-60.8% | $149,723-54.1% | $139,487-50.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 76.82% | 166.82%-90.0pp | 134.50%-57.7pp | 373.84%-297.0pp |
| Employer contribution / active EE | $529 | $5,478-90.3% | $4,821-89.0% | $4,755-88.9% |
| Participant deferral / active EE | $6,976 | $6,522+7.0% | $5,682+22.8% | $6,713+3.9% |
| Admin fee / account holder | $676 | $16,158-95.8% | $13,215-94.9% | $11,407-94.1% |