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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 | $73,540 | $160,070-54.1% | $147,117-50.0% | $145,897-49.6% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 20.93% | 98.69%-77.8pp | 420.54%-399.6pp | 552.29%-531.4pp |
| Employer contribution / active EE | $912 | $5,285-82.7% | $4,932-81.5% | $4,663-80.4% |
| Participant deferral / active EE | $2,598 | $8,419-69.1% | $8,065-67.8% | $6,689-61.2% |
| Admin fee / account holder | $522 | $15,035-96.5% | $12,993-96.0% | $13,390-96.1% |