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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 | $154,228-42.1% | $145,433-38.6% | $137,256-35.0% |
| Participation rate | 38.1% | 83.8%-45.7pp | 82.1%-44.0pp | 80.0%-41.9pp |
| Annual return | 12.98% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $416 | $4,804-91.3% | $4,554-90.9% | $4,156-90.0% |
| Participant deferral / active EE | $4,224 | $8,216-48.6% | $7,897-46.5% | $6,407-34.1% |
| Admin fee / account holder | $1,581 | $14,344-89.0% | $13,129-88.0% | $12,270-87.1% |