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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 | $74,964 | $134,817-44.4% | $123,973-39.5% | $155,188-51.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 21.11% | 515.49%-494.4pp | 388.13%-367.0pp | 148.84%-127.7pp |
| Employer contribution / active EE | $834 | $4,425-81.1% | $4,126-79.8% | $4,248-80.4% |
| Participant deferral / active EE | $8,119 | $5,706+42.3% | $5,247+54.7% | $6,531+24.3% |
| Admin fee / account holder | $2,530 | $13,245-80.9% | $11,799-78.6% | $14,480-82.5% |