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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 | $115,502 | $162,967-29.1% | $135,792-14.9% | $138,895-16.8% |
| Participation rate | 25.0% | 78.3%-53.3pp | 72.6%-47.6pp | 79.9%-54.9pp |
| Annual return | 15.54% | 30.08%-14.5pp | 25.96%-10.4pp | 145.39%-129.9pp |
| Employer contribution / active EE | $750 | $4,211-82.2% | $3,496-78.5% | $4,194-82.1% |
| Participant deferral / active EE | $1,875 | $5,640-66.8% | $4,759-60.6% | $6,396-70.7% |
| Admin fee / account holder | $499 | $15,306-96.7% | $12,266-95.9% | $12,562-96.0% |