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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 | $108,899 | $162,136-32.8% | $152,301-28.5% | $154,746-29.6% |
| Participation rate | 20.0% | 84.1%-64.1pp | 82.4%-62.4pp | 80.7%-60.7pp |
| Annual return | 15.97% | 91.02%-75.1pp | 80.50%-64.5pp | 172.34%-156.4pp |
| Employer contribution / active EE | $586 | $4,890-88.0% | $4,624-87.3% | $4,379-86.6% |
| Participant deferral / active EE | $2,762 | $8,341-66.9% | $8,004-65.5% | $6,730-59.0% |
| Admin fee / account holder | $2,343 | $15,759-85.1% | $14,398-83.7% | $14,365-83.7% |