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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 | $102,204 | $165,399-38.2% | $149,745-31.7% | $158,982-35.7% |
| Participation rate | 52.9% | 84.6%-31.6pp | 82.5%-29.5pp | 82.0%-29.0pp |
| Annual return | 22.84% | 348.34%-325.5pp | 276.72%-253.9pp | 302.99%-280.2pp |
| Employer contribution / active EE | $767 | $5,105-85.0% | $4,646-83.5% | $4,763-83.9% |
| Participant deferral / active EE | $3,641 | $7,183-49.3% | $6,843-46.8% | $5,983-39.1% |
| Admin fee / account holder | $1,924 | $10,811-82.2% | $9,312-79.3% | $11,252-82.9% |