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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 | $83,716 | $157,304-46.8% | $141,197-40.7% | $152,909-45.3% |
| Participation rate | 61.1% | 84.8%-23.7pp | 82.5%-21.4pp | 82.5%-21.3pp |
| Annual return | 18.21% | 64.34%-46.1pp | 71.41%-53.2pp | 345.46%-327.3pp |
| Employer contribution / active EE | $792 | $5,263-84.9% | $4,736-83.3% | $4,764-83.4% |
| Participant deferral / active EE | $3,146 | $7,111-55.8% | $6,710-53.1% | $5,851-46.2% |
| Admin fee / account holder | $16,143 | $12,126+33.1% | $10,265+57.3% | $11,601+39.2% |