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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 | $122,263 | $165,399-26.1% | $149,745-18.4% | $158,982-23.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 19.37% | 348.34%-329.0pp | 276.72%-257.4pp | 302.99%-283.6pp |
| Employer contribution / active EE | $487 | $5,105-90.5% | $4,646-89.5% | $4,763-89.8% |
| Participant deferral / active EE | $4,867 | $7,183-32.2% | $6,843-28.9% | $5,983-18.7% |
| Admin fee / account holder | $2,185 | $10,811-79.8% | $9,312-76.5% | $11,252-80.6% |