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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 | $102,948 | $157,270-34.5% | $141,173-27.1% | $152,870-32.7% |
| Participation rate | 43.8% | 84.8%-41.1pp | 82.5%-38.7pp | 82.4%-38.7pp |
| Annual return | 27.71% | 64.33%-36.6pp | 71.40%-43.7pp | 345.34%-317.6pp |
| Employer contribution / active EE | $419 | $5,261-92.0% | $4,735-91.1% | $4,763-91.2% |
| Participant deferral / active EE | $3,921 | $7,110-44.8% | $6,710-41.6% | $5,850-33.0% |
| Admin fee / account holder | $1,012 | $12,121-91.7% | $10,262-90.1% | $11,597-91.3% |