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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 | $82,468 | $175,231-52.9% | $149,696-44.9% | $139,466-40.9% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 20.58% | 166.77%-146.2pp | 134.46%-113.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $431 | $5,478-92.1% | $4,821-91.1% | $4,754-90.9% |
| Participant deferral / active EE | $2,016 | $6,521-69.1% | $5,682-64.5% | $6,712-70.0% |
| Admin fee / account holder | $568 | $16,155-96.5% | $13,212-95.7% | $11,409-95.0% |