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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 | $93,840 | $159,978-41.3% | $147,041-36.2% | $145,978-35.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.40% | 98.36%-84.0pp | 419.21%-404.8pp | 550.52%-536.1pp |
| Employer contribution / active EE | $795 | $5,288-85.0% | $4,935-83.9% | $4,662-83.0% |
| Participant deferral / active EE | $5,680 | $8,429-32.6% | $8,071-29.6% | $6,690-15.1% |
| Admin fee / account holder | $18,342 | $15,053+21.8% | $13,006+41.0% | $13,400+36.9% |