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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 | $93,842 | $227,291-58.7% | $214,702-56.3% | $155,188-39.5% |
| Participation rate | 40.0% | 88.0%-48.0pp | 87.5%-47.5pp | 80.8%-40.8pp |
| Annual return | 10.24% | 60.08%-49.8pp | 54.55%-44.3pp | 148.84%-138.6pp |
| Employer contribution / active EE | $778 | $6,772-88.5% | $6,461-88.0% | $4,248-81.7% |
| Participant deferral / active EE | $6,020 | $9,582-37.2% | $9,147-34.2% | $6,531-7.8% |
| Admin fee / account holder | $630 | $20,413-96.9% | $19,830-96.8% | $14,480-95.6% |