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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 | $86,633 | $148,623-41.7% | $135,974-36.3% | $139,466-37.9% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 13.61% | 79.30%-65.7pp | 68.30%-54.7pp | 373.66%-360.1pp |
| Employer contribution / active EE | $590 | $5,246-88.8% | $4,859-87.9% | $4,754-87.6% |
| Participant deferral / active EE | $4,849 | $8,103-40.2% | $7,760-37.5% | $6,712-27.8% |
| Admin fee / account holder | $7,543 | $12,406-39.2% | $10,767-29.9% | $11,409-33.9% |