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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 | $98,151 | $165,381-40.7% | $149,730-34.4% | $158,966-38.3% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 22.40% | 348.29%-325.9pp | 276.70%-254.3pp | 302.95%-280.5pp |
| Employer contribution / active EE | $588 | $5,104-88.5% | $4,645-87.3% | $4,762-87.6% |
| Participant deferral / active EE | $3,032 | $7,182-57.8% | $6,843-55.7% | $5,983-49.3% |
| Admin fee / account holder | $1,814 | $10,809-83.2% | $9,310-80.5% | $11,250-83.9% |