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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 | $162,136-24.1% | $152,301-19.2% | $154,746-20.5% |
| Participation rate | 22.2% | 84.1%-61.9pp | 82.4%-60.2pp | 80.7%-58.5pp |
| Annual return | 16.17% | 91.02%-74.9pp | 80.50%-64.3pp | 172.34%-156.2pp |
| Employer contribution / active EE | $515 | $4,890-89.5% | $4,624-88.9% | $4,379-88.2% |
| Participant deferral / active EE | $5,491 | $8,341-34.2% | $8,004-31.4% | $6,730-18.4% |
| Admin fee / account holder | $588 | $15,759-96.3% | $14,398-95.9% | $14,365-95.9% |