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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 | $92,093 | $183,539-49.8% | $155,556-40.8% | $145,897-36.9% |
| Participation rate | 35.7% | 82.7%-47.0pp | 78.2%-42.5pp | 80.3%-44.6pp |
| Annual return | 10.36% | 61.31%-50.9pp | 64.84%-54.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $343 | $5,315-93.5% | $4,675-92.7% | $4,663-92.6% |
| Participant deferral / active EE | $3,070 | $6,467-52.5% | $5,631-45.5% | $6,689-54.1% |
| Admin fee / account holder | $18,214 | $19,275-5.5% | $15,885+14.7% | $13,390+36.0% |