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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 | $112,417 | $183,539-38.8% | $155,556-27.7% | $145,897-22.9% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.5pp | 80.3%-49.5pp |
| Annual return | 12.17% | 61.31%-49.1pp | 64.84%-52.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $667 | $5,315-87.4% | $4,675-85.7% | $4,663-85.7% |
| Participant deferral / active EE | $3,693 | $6,467-42.9% | $5,631-34.4% | $6,689-44.8% |
| Admin fee / account holder | $1,424 | $19,275-92.6% | $15,885-91.0% | $13,390-89.4% |