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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 | $93,219 | $185,312-49.7% | $161,489-42.3% | $154,746-39.8% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 25.88% | 103.84%-78.0pp | 89.72%-63.8pp | 172.34%-146.5pp |
| Employer contribution / active EE | $933 | $4,769-80.4% | $4,268-78.2% | $4,379-78.7% |
| Participant deferral / active EE | $3,897 | $6,350-38.6% | $5,630-30.8% | $6,730-42.1% |
| Admin fee / account holder | $511 | $18,654-97.3% | $16,006-96.8% | $14,365-96.4% |