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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 | $118,639 | $183,516-35.4% | $155,534-23.7% | $145,884-18.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 9.49% | 61.43%-51.9pp | 64.92%-55.4pp | 551.85%-542.4pp |
| Employer contribution / active EE | $963 | $5,315-81.9% | $4,675-79.4% | $4,662-79.3% |
| Participant deferral / active EE | $6,197 | $6,467-4.2% | $5,630+10.1% | $6,690-7.4% |
| Admin fee / account holder | $599 | $19,293-96.9% | $15,900-96.2% | $13,392-95.5% |