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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 | $87,767 | $185,312-52.6% | $161,489-45.7% | $154,746-43.3% |
| Participation rate | 23.1% | 82.5%-59.4pp | 78.7%-55.6pp | 80.7%-57.6pp |
| Annual return | 17.48% | 103.84%-86.4pp | 89.72%-72.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $410 | $4,769-91.4% | $4,268-90.4% | $4,379-90.6% |
| Participant deferral / active EE | $3,294 | $6,350-48.1% | $5,630-41.5% | $6,730-51.1% |
| Admin fee / account holder | $600 | $18,654-96.8% | $16,006-96.2% | $14,365-95.8% |