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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 | $95,292 | $183,516-48.1% | $155,534-38.7% | $145,884-34.7% |
| Participation rate | 27.8% | 82.7%-54.9pp | 78.2%-50.4pp | 80.3%-52.5pp |
| Annual return | 9.27% | 61.43%-52.2pp | 64.92%-55.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $241 | $5,315-95.5% | $4,675-94.9% | $4,662-94.8% |
| Participant deferral / active EE | $2,141 | $6,467-66.9% | $5,630-62.0% | $6,690-68.0% |
| Admin fee / account holder | $17,475 | $19,293-9.4% | $15,900+9.9% | $13,392+30.5% |