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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 | $119,681 | $183,539-34.8% | $155,556-23.1% | $145,897-18.0% |
| Participation rate | 8.3% | 82.7%-74.4pp | 78.2%-69.9pp | 80.3%-72.0pp |
| Annual return | 10.70% | 61.31%-50.6pp | 64.84%-54.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $400 | $5,315-92.5% | $4,675-91.4% | $4,663-91.4% |
| Participant deferral / active EE | $2,542 | $6,467-60.7% | $5,631-54.9% | $6,689-62.0% |
| Admin fee / account holder | $553 | $19,275-97.1% | $15,885-96.5% | $13,390-95.9% |