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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 | $100,416 | $183,592-45.3% | $155,574-35.5% | $145,877-31.2% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 13.22% | 61.37%-48.2pp | 64.87%-51.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $683 | $5,317-87.2% | $4,676-85.4% | $4,663-85.4% |
| Participant deferral / active EE | $4,206 | $6,466-34.9% | $5,629-25.3% | $6,691-37.1% |
| Admin fee / account holder | $463 | $19,316-97.6% | $15,914-97.1% | $13,402-96.5% |