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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 | $92,398 | $171,492-46.1% | $150,734-38.7% | $198,609-53.5% |
| Participation rate | 53.3% | 81.4%-28.1pp | 78.4%-25.1pp | 82.4%-29.0pp |
| Annual return | 20.51% | 804.70%-784.2pp | 600.81%-580.3pp | 202.70%-182.2pp |
| Employer contribution / active EE | $834 | $5,470-84.8% | $4,918-83.0% | $5,055-83.5% |
| Participant deferral / active EE | $3,760 | $6,259-39.9% | $5,610-33.0% | $6,977-46.1% |
| Admin fee / account holder | $20,269 | $17,628+15.0% | $14,905+36.0% | $19,030+6.5% |