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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 | $116,382 | $178,174-34.7% | $156,181-25.5% | $137,256-15.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 15.78% | 84.19%-68.4pp | 64.87%-49.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $954 | $4,972-80.8% | $4,294-77.8% | $4,156-77.0% |
| Participant deferral / active EE | $6,614 | $6,888-4.0% | $6,132+7.9% | $6,407+3.2% |
| Admin fee / account holder | $49,068 | $17,404+181.9% | $14,586+236.4% | $12,270+299.9% |