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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 | $99,722 | $183,592-45.7% | $155,574-35.9% | $145,877-31.6% |
| Participation rate | 22.2% | 82.7%-60.5pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 17.30% | 61.37%-44.1pp | 64.87%-47.6pp | 551.28%-534.0pp |
| Employer contribution / active EE | $641 | $5,317-87.9% | $4,676-86.3% | $4,663-86.3% |
| Participant deferral / active EE | $1,924 | $6,466-70.2% | $5,629-65.8% | $6,691-71.2% |
| Admin fee / account holder | $443 | $19,316-97.7% | $15,914-97.2% | $13,402-96.7% |