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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 | $82,608 | $175,231-52.9% | $149,696-44.8% | $139,466-40.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 17.45% | 166.77%-149.3pp | 134.46%-117.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $850 | $5,478-84.5% | $4,821-82.4% | $4,754-82.1% |
| Participant deferral / active EE | $4,511 | $6,521-30.8% | $5,682-20.6% | $6,712-32.8% |
| Admin fee / account holder | $981 | $16,155-93.9% | $13,212-92.6% | $11,409-91.4% |