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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 | $102,504 | $175,259-41.5% | $149,723-31.5% | $139,487-26.5% |
| Participation rate | 57.1% | 83.4%-26.3pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 19.34% | 166.82%-147.5pp | 134.50%-115.2pp | 373.84%-354.5pp |
| Employer contribution / active EE | $615 | $5,478-88.8% | $4,821-87.2% | $4,755-87.1% |
| Participant deferral / active EE | $6,427 | $6,522-1.5% | $5,682+13.1% | $6,713-4.3% |
| Admin fee / account holder | $751 | $16,158-95.4% | $13,215-94.3% | $11,407-93.4% |