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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 | $85,790 | $175,231-51.0% | $149,696-42.7% | $139,466-38.5% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 27.99% | 166.77%-138.8pp | 134.46%-106.5pp | 373.66%-345.7pp |
| Employer contribution / active EE | $926 | $5,478-83.1% | $4,821-80.8% | $4,754-80.5% |
| Participant deferral / active EE | $2,209 | $6,521-66.1% | $5,682-61.1% | $6,712-67.1% |
| Admin fee / account holder | $400 | $16,155-97.5% | $13,212-97.0% | $11,409-96.5% |