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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 | $83,104 | $175,259-52.6% | $149,723-44.5% | $139,487-40.4% |
| Participation rate | 16.7% | 83.4%-66.7pp | 78.8%-62.1pp | 80.3%-63.7pp |
| Annual return | 13.02% | 166.82%-153.8pp | 134.50%-121.5pp | 373.84%-360.8pp |
| Employer contribution / active EE | $808 | $5,478-85.2% | $4,821-83.2% | $4,755-83.0% |
| Participant deferral / active EE | $3,750 | $6,522-42.5% | $5,682-34.0% | $6,713-44.1% |
| Admin fee / account holder | $644 | $16,158-96.0% | $13,215-95.1% | $11,407-94.4% |