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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 | $86,408 | $159,934-46.0% | $147,005-41.2% | $145,959-40.8% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 13.73% | 98.24%-84.5pp | 418.76%-405.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $888 | $5,287-83.2% | $4,934-82.0% | $4,661-80.9% |
| Participant deferral / active EE | $10,394 | $8,427+23.3% | $8,070+28.8% | $6,689+55.4% |
| Admin fee / account holder | $682 | $15,053-95.5% | $13,006-94.8% | $13,398-94.9% |