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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 | $136,015 | $183,539-25.9% | $155,556-12.6% | $145,897-6.8% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 21.20% | 61.31%-40.1pp | 64.84%-43.6pp | 552.29%-531.1pp |
| Employer contribution / active EE | $834 | $5,315-84.3% | $4,675-82.2% | $4,663-82.1% |
| Participant deferral / active EE | $3,673 | $6,467-43.2% | $5,631-34.8% | $6,689-45.1% |
| Admin fee / account holder | $579 | $19,275-97.0% | $15,885-96.4% | $13,390-95.7% |