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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 | $80,046 | $209,422-61.8% | $178,503-55.2% | $158,982-49.7% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 13.33% | 188.81%-175.5pp | 151.12%-137.8pp | 302.99%-289.7pp |
| Employer contribution / active EE | $605 | $5,707-89.4% | $5,011-87.9% | $4,763-87.3% |
| Participant deferral / active EE | $2,194 | $5,955-63.2% | $5,202-57.8% | $5,983-63.3% |
| Admin fee / account holder | $1,075 | $17,079-93.7% | $13,987-92.3% | $11,252-90.4% |