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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 | $160,450 | $138,102+16.2% | $125,381+28.0% | $134,532+19.3% |
| Participation rate | 21.4% | 84.5%-63.1pp | 82.4%-61.0pp | 81.2%-59.8pp |
| Annual return | -2.94% | 750.73%-753.7pp | 572.31%-575.2pp | 418.27%-421.2pp |
| Employer contribution / active EE | $551 | $5,245-89.5% | $4,815-88.5% | $4,741-88.4% |
| Participant deferral / active EE | $2,774 | $7,801-64.4% | $7,448-62.8% | $6,401-56.7% |
| Admin fee / account holder | $1,089 | $11,568-90.6% | $10,007-89.1% | $11,429-90.5% |