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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 | $123,011 | $154,228-20.2% | $145,433-15.4% | $137,256-10.4% |
| Participation rate | 22.2% | 83.8%-61.6pp | 82.1%-59.9pp | 80.0%-57.7pp |
| Annual return | 16.17% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $515 | $4,804-89.3% | $4,554-88.7% | $4,156-87.6% |
| Participant deferral / active EE | $5,491 | $8,216-33.2% | $7,897-30.5% | $6,407-14.3% |
| Admin fee / account holder | $588 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |