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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 | $63,086 | $162,136-61.1% | $152,301-58.6% | $154,746-59.2% |
| Participation rate | 59.1% | 84.1%-25.0pp | 82.4%-23.4pp | 80.7%-21.6pp |
| Annual return | 16.67% | 91.02%-74.4pp | 80.50%-63.8pp | 172.34%-155.7pp |
| Employer contribution / active EE | $159 | $4,890-96.8% | $4,624-96.6% | $4,379-96.4% |
| Participant deferral / active EE | $9,882 | $8,341+18.5% | $8,004+23.5% | $6,730+46.8% |
| Admin fee / account holder | $15,074 | $15,759-4.3% | $14,398+4.7% | $14,365+4.9% |