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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 | $86,942 | $209,425-58.5% | $178,499-51.3% | $158,966-45.3% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 108.08% | 188.80%-80.7pp | 151.10%-43.0pp | 302.95%-194.9pp |
| Employer contribution / active EE | $593 | $5,707-89.6% | $5,011-88.2% | $4,762-87.6% |
| Participant deferral / active EE | $4,355 | $5,955-26.9% | $5,202-16.3% | $5,983-27.2% |
| Admin fee / account holder | $753 | $17,078-95.6% | $13,986-94.6% | $11,250-93.3% |