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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 | $183,592-48.1% | $155,567-38.7% | $145,959-34.7% |
| Participation rate | 27.8% | 82.7%-54.9pp | 78.2%-50.4pp | 80.3%-52.5pp |
| Annual return | 9.27% | 61.24%-52.0pp | 64.74%-55.5pp | 561.95%-552.7pp |
| Employer contribution / active EE | $241 | $5,315-95.5% | $4,674-94.8% | $4,661-94.8% |
| Participant deferral / active EE | $2,141 | $6,464-66.9% | $5,628-62.0% | $6,689-68.0% |
| Admin fee / account holder | $17,475 | $19,318-9.5% | $15,916+9.8% | $13,398+30.4% |