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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 | $109,071 | $172,111-36.6% | $150,298-27.4% | $137,256-20.5% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 99.56% | 69.37%+30.2pp | 62.79%+36.8pp | 220.34%-120.8pp |
| Employer contribution / active EE | $492 | $4,636-89.4% | $4,154-88.2% | $4,156-88.2% |
| Participant deferral / active EE | $1,717 | $6,166-72.1% | $5,453-68.5% | $6,407-73.2% |
| Admin fee / account holder | $1,933 | $16,471-88.3% | $14,116-86.3% | $12,270-84.2% |