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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 | $129,074 | $185,312-30.3% | $161,489-20.1% | $154,746-16.6% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 23.42% | 103.84%-80.4pp | 89.72%-66.3pp | 172.34%-148.9pp |
| Employer contribution / active EE | $362 | $4,769-92.4% | $4,268-91.5% | $4,379-91.7% |
| Participant deferral / active EE | $7,750 | $6,350+22.1% | $5,630+37.7% | $6,730+15.2% |
| Admin fee / account holder | $869 | $18,654-95.3% | $16,006-94.6% | $14,365-94.0% |