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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 | $96,599 | $165,381-41.6% | $149,730-35.5% | $158,966-39.2% |
| Participation rate | 47.8% | 84.6%-36.7pp | 82.5%-34.7pp | 82.0%-34.1pp |
| Annual return | 26.95% | 348.29%-321.3pp | 276.70%-249.8pp | 302.95%-276.0pp |
| Employer contribution / active EE | $805 | $5,104-84.2% | $4,645-82.7% | $4,762-83.1% |
| Participant deferral / active EE | $3,288 | $7,182-54.2% | $6,843-52.0% | $5,983-45.1% |
| Admin fee / account holder | $631 | $10,809-94.2% | $9,310-93.2% | $11,250-94.4% |