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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 | $123,980 | $160,070-22.5% | $147,117-15.7% | $145,897-15.0% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 17.44% | 98.69%-81.2pp | 420.54%-403.1pp | 552.29%-534.9pp |
| Employer contribution / active EE | $288 | $5,285-94.6% | $4,932-94.2% | $4,663-93.8% |
| Participant deferral / active EE | $2,605 | $8,419-69.1% | $8,065-67.7% | $6,689-61.1% |
| Admin fee / account holder | $788 | $15,035-94.8% | $12,993-93.9% | $13,390-94.1% |