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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 | $70,162 | $183,539-61.8% | $155,556-54.9% | $145,897-51.9% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 12.56% | 61.31%-48.7pp | 64.84%-52.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $400 | $5,315-92.5% | $4,675-91.4% | $4,663-91.4% |
| Participant deferral / active EE | $4,600 | $6,467-28.9% | $5,631-18.3% | $6,689-31.2% |
| Admin fee / account holder | $6,080 | $19,275-68.5% | $15,885-61.7% | $13,390-54.6% |