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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 | $93,253 | $148,623-37.3% | $135,974-31.4% | $139,466-33.1% |
| Participation rate | 22.2% | 83.9%-61.6pp | 81.9%-59.7pp | 80.3%-58.1pp |
| Annual return | 21.93% | 79.30%-57.4pp | 68.30%-46.4pp | 373.66%-351.7pp |
| Employer contribution / active EE | $333 | $5,246-93.6% | $4,859-93.1% | $4,754-93.0% |
| Participant deferral / active EE | $2,500 | $8,103-69.1% | $7,760-67.8% | $6,712-62.8% |
| Admin fee / account holder | $562 | $12,406-95.5% | $10,767-94.8% | $11,409-95.1% |