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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 | $159,978-22.5% | $147,041-15.7% | $145,978-15.1% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 17.44% | 98.36%-80.9pp | 419.21%-401.8pp | 550.52%-533.1pp |
| Employer contribution / active EE | $288 | $5,288-94.6% | $4,935-94.2% | $4,662-93.8% |
| Participant deferral / active EE | $2,605 | $8,429-69.1% | $8,071-67.7% | $6,690-61.1% |
| Admin fee / account holder | $788 | $15,053-94.8% | $13,006-93.9% | $13,400-94.1% |