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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 | $110,762 | $157,304-29.6% | $141,197-21.6% | $152,909-27.6% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 17.15% | 64.34%-47.2pp | 71.41%-54.3pp | 345.46%-328.3pp |
| Employer contribution / active EE | $930 | $5,263-82.3% | $4,736-80.4% | $4,764-80.5% |
| Participant deferral / active EE | $5,037 | $7,111-29.2% | $6,710-24.9% | $5,851-13.9% |
| Admin fee / account holder | $839 | $12,126-93.1% | $10,265-91.8% | $11,601-92.8% |