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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 | $99,053 | $134,817-26.5% | $123,973-20.1% | $155,188-36.2% |
| Participation rate | 54.5% | 79.4%-24.9pp | 76.7%-22.1pp | 80.8%-26.3pp |
| Annual return | 14.62% | 515.49%-500.9pp | 388.13%-373.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $709 | $4,425-84.0% | $4,126-82.8% | $4,248-83.3% |
| Participant deferral / active EE | $1,908 | $5,706-66.6% | $5,247-63.6% | $6,531-70.8% |
| Admin fee / account holder | $2,305 | $13,245-82.6% | $11,799-80.5% | $14,480-84.1% |