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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 | $88,894 | $183,539-51.6% | $155,556-42.9% | $145,897-39.1% |
| Participation rate | 52.6% | 82.7%-30.1pp | 78.2%-25.6pp | 80.3%-27.7pp |
| Annual return | 12.25% | 61.31%-49.1pp | 64.84%-52.6pp | 552.29%-540.0pp |
| Employer contribution / active EE | $231 | $5,315-95.7% | $4,675-95.1% | $4,663-95.0% |
| Participant deferral / active EE | $2,565 | $6,467-60.3% | $5,631-54.5% | $6,689-61.7% |
| Admin fee / account holder | $6,842 | $19,275-64.5% | $15,885-56.9% | $13,390-48.9% |