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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 | $84,393 | $157,276-46.3% | $141,177-40.2% | $152,885-44.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 28.23% | 64.33%-36.1pp | 71.40%-43.2pp | 345.39%-317.2pp |
| Employer contribution / active EE | $543 | $5,262-89.7% | $4,736-88.5% | $4,763-88.6% |
| Participant deferral / active EE | $9,902 | $7,110+39.3% | $6,710+47.6% | $5,851+69.2% |
| Admin fee / account holder | $383 | $12,123-96.8% | $10,263-96.3% | $11,598-96.7% |