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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 | $89,283 | $156,398-42.9% | $147,318-39.4% | $138,895-35.7% |
| Participation rate | 38.1% | 83.8%-45.7pp | 82.1%-44.0pp | 79.9%-41.8pp |
| Annual return | 12.98% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.4pp |
| Employer contribution / active EE | $416 | $4,853-91.4% | $4,593-91.0% | $4,194-90.1% |
| Participant deferral / active EE | $4,224 | $8,237-48.7% | $7,906-46.6% | $6,396-34.0% |
| Admin fee / account holder | $1,581 | $14,976-89.4% | $13,708-88.5% | $12,562-87.4% |