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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 | $110,712 | $172,111-35.7% | $150,298-26.3% | $137,256-19.3% |
| Participation rate | 10.5% | 81.7%-71.2pp | 77.8%-67.2pp | 80.0%-69.4pp |
| Annual return | 15.16% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $389 | $4,636-91.6% | $4,154-90.6% | $4,156-90.6% |
| Participant deferral / active EE | $2,619 | $6,166-57.5% | $5,453-52.0% | $6,407-59.1% |
| Admin fee / account holder | $1,057 | $16,471-93.6% | $14,116-92.5% | $12,270-91.4% |