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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 | $82,951 | $160,028-48.2% | $147,080-43.6% | $145,884-43.1% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 13.47% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $824 | $5,286-84.4% | $4,933-83.3% | $4,662-82.3% |
| Participant deferral / active EE | $2,701 | $8,422-67.9% | $8,066-66.5% | $6,690-59.6% |
| Admin fee / account holder | $9,766 | $15,030-35.0% | $12,989-24.8% | $13,392-27.1% |