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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 | $227,399-43.2% | $189,758-32.0% | $198,609-35.0% |
| Participation rate | 25.0% | 84.0%-59.0pp | 79.8%-54.8pp | 82.4%-57.4pp |
| Annual return | 23.42% | 61.03%-37.6pp | 52.62%-29.2pp | 202.70%-179.3pp |
| Employer contribution / active EE | $362 | $5,526-93.5% | $4,767-92.4% | $5,055-92.8% |
| Participant deferral / active EE | $7,750 | $6,837+13.4% | $5,856+32.3% | $6,977+11.1% |
| Admin fee / account holder | $869 | $25,162-96.5% | $20,388-95.7% | $19,030-95.4% |