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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 | $183,516-45.7% | $155,534-35.9% | $145,884-31.6% |
| Participation rate | 22.2% | 82.7%-60.5pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 17.30% | 61.43%-44.1pp | 64.92%-47.6pp | 551.85%-534.5pp |
| Employer contribution / active EE | $641 | $5,315-87.9% | $4,675-86.3% | $4,662-86.2% |
| Participant deferral / active EE | $1,924 | $6,467-70.2% | $5,630-65.8% | $6,690-71.2% |
| Admin fee / account holder | $443 | $19,293-97.7% | $15,900-97.2% | $13,392-96.7% |