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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 | $113,157 | $198,457-43.0% | $170,435-33.6% | $147,586-23.3% |
| Participation rate | 22.2% | 88.0%-65.7pp | 83.6%-61.4pp | 82.8%-60.6pp |
| Annual return | 12.51% | 257.30%-244.8pp | 205.94%-193.4pp | 578.59%-566.1pp |
| Employer contribution / active EE | $940 | $6,183-84.8% | $5,432-82.7% | $4,876-80.7% |
| Participant deferral / active EE | $2,327 | $5,629-58.7% | $4,939-52.9% | $5,439-57.2% |
| Admin fee / account holder | $774 | $16,852-95.4% | $13,881-94.4% | $10,886-92.9% |