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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 | $90,592 | $183,592-50.7% | $155,574-41.8% | $145,877-37.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 14.86% | 61.37%-46.5pp | 64.87%-50.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $875 | $5,317-83.5% | $4,676-81.3% | $4,663-81.2% |
| Participant deferral / active EE | $2,167 | $6,466-66.5% | $5,629-61.5% | $6,691-67.6% |
| Admin fee / account holder | $473 | $19,316-97.6% | $15,914-97.0% | $13,402-96.5% |