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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 | $79,314 | $162,136-51.1% | $152,301-47.9% | $154,746-48.7% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 16.33% | 91.02%-74.7pp | 80.50%-64.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $452 | $4,890-90.8% | $4,624-90.2% | $4,379-89.7% |
| Participant deferral / active EE | $4,170 | $8,341-50.0% | $8,004-47.9% | $6,730-38.0% |
| Admin fee / account holder | $512 | $15,759-96.8% | $14,398-96.4% | $14,365-96.4% |