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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 | $76,227 | $175,231-56.5% | $149,696-49.1% | $139,466-45.3% |
| Participation rate | 8.3% | 83.4%-75.1pp | 78.8%-70.4pp | 80.3%-72.0pp |
| Annual return | 21.13% | 166.77%-145.6pp | 134.46%-113.3pp | 373.66%-352.5pp |
| Employer contribution / active EE | $617 | $5,478-88.7% | $4,821-87.2% | $4,754-87.0% |
| Participant deferral / active EE | $2,500 | $6,521-61.7% | $5,682-56.0% | $6,712-62.8% |
| Admin fee / account holder | $301 | $16,155-98.1% | $13,212-97.7% | $11,409-97.4% |