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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 | $83,942 | $157,304-46.6% | $141,197-40.5% | $152,909-45.1% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 23.23% | 64.34%-41.1pp | 71.41%-48.2pp | 345.46%-322.2pp |
| Employer contribution / active EE | $546 | $5,263-89.6% | $4,736-88.5% | $4,764-88.5% |
| Participant deferral / active EE | $3,368 | $7,111-52.6% | $6,710-49.8% | $5,851-42.4% |
| Admin fee / account holder | $12,344 | $12,126+1.8% | $10,265+20.3% | $11,601+6.4% |