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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 | $172,111-25.0% | $150,298-14.1% | $137,256-6.0% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 23.42% | 69.37%-46.0pp | 62.79%-39.4pp | 220.34%-196.9pp |
| Employer contribution / active EE | $362 | $4,636-92.2% | $4,154-91.3% | $4,156-91.3% |
| Participant deferral / active EE | $7,750 | $6,166+25.7% | $5,453+42.1% | $6,407+21.0% |
| Admin fee / account holder | $869 | $16,471-94.7% | $14,116-93.8% | $12,270-92.9% |