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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 | $79,892 | $172,111-53.6% | $150,298-46.8% | $137,256-41.8% |
| Participation rate | 12.5% | 81.7%-69.2pp | 77.8%-65.3pp | 80.0%-67.5pp |
| Annual return | 17.09% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $325 | $4,636-93.0% | $4,154-92.2% | $4,156-92.2% |
| Participant deferral / active EE | $2,006 | $6,166-67.5% | $5,453-63.2% | $6,407-68.7% |
| Admin fee / account holder | $339 | $16,471-97.9% | $14,116-97.6% | $12,270-97.2% |