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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 | $155,555-30.0% | $146,866-25.9% | $155,188-29.8% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.5%-62.5pp | 80.8%-60.8pp |
| Annual return | 15.97% | 115.41%-99.4pp | 102.85%-86.9pp | 148.84%-132.9pp |
| Employer contribution / active EE | $586 | $4,647-87.4% | $4,425-86.8% | $4,248-86.2% |
| Participant deferral / active EE | $2,762 | $8,044-65.7% | $7,759-64.4% | $6,531-57.7% |
| Admin fee / account holder | $2,343 | $14,755-84.1% | $13,620-82.8% | $14,480-83.8% |