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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 | $101,524 | $165,381-38.6% | $149,730-32.2% | $158,966-36.1% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 15.82% | 348.29%-332.5pp | 276.70%-260.9pp | 302.95%-287.1pp |
| Employer contribution / active EE | $785 | $5,104-84.6% | $4,645-83.1% | $4,762-83.5% |
| Participant deferral / active EE | $3,576 | $7,182-50.2% | $6,843-47.7% | $5,983-40.2% |
| Admin fee / account holder | $1,382 | $10,809-87.2% | $9,310-85.2% | $11,250-87.7% |