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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 | $95,793 | $157,304-39.1% | $141,197-32.2% | $152,909-37.4% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 25.60% | 64.34%-38.7pp | 71.41%-45.8pp | 345.46%-319.9pp |
| Employer contribution / active EE | $634 | $5,263-87.9% | $4,736-86.6% | $4,764-86.7% |
| Participant deferral / active EE | $12,688 | $7,111+78.4% | $6,710+89.1% | $5,851+116.8% |
| Admin fee / account holder | $3,062 | $12,126-74.7% | $10,265-70.2% | $11,601-73.6% |