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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 | $79,261 | $175,231-54.8% | $149,696-47.1% | $139,466-43.2% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 19.66% | 166.77%-147.1pp | 134.46%-114.8pp | 373.66%-354.0pp |
| Employer contribution / active EE | $798 | $5,478-85.4% | $4,821-83.4% | $4,754-83.2% |
| Participant deferral / active EE | $5,625 | $6,521-13.7% | $5,682-1.0% | $6,712-16.2% |
| Admin fee / account holder | $535 | $16,155-96.7% | $13,212-96.0% | $11,409-95.3% |