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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 | $85,355 | $154,228-44.7% | $145,433-41.3% | $137,256-37.8% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 13.30% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $506 | $4,804-89.5% | $4,554-88.9% | $4,156-87.8% |
| Participant deferral / active EE | $6,872 | $8,216-16.4% | $7,897-13.0% | $6,407+7.3% |
| Admin fee / account holder | $128,625 | $14,344+796.7% | $13,129+879.7% | $12,270+948.3% |