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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 | $112,796 | $132,634-15.0% | $115,768-2.6% | $137,256-17.8% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.4%-10.8pp | 80.0%-16.3pp |
| Annual return | 14.57% | 160.70%-146.1pp | 100.46%-85.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $619 | $3,360-81.6% | $2,940-78.9% | $4,156-85.1% |
| Participant deferral / active EE | $5,380 | $5,619-4.2% | $4,917+9.4% | $6,407-16.0% |
| Admin fee / account holder | $456 | $15,028-97.0% | $12,439-96.3% | $12,270-96.3% |