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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 | $130,439 | $160,070-18.5% | $147,117-11.3% | $145,897-10.6% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 9.81% | 98.69%-88.9pp | 420.54%-410.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $967 | $5,285-81.7% | $4,932-80.4% | $4,663-79.3% |
| Participant deferral / active EE | $5,925 | $8,419-29.6% | $8,065-26.5% | $6,689-11.4% |
| Admin fee / account holder | $4,154 | $15,035-72.4% | $12,993-68.0% | $13,390-69.0% |