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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 | $98,602 | $152,619-35.4% | $125,195-21.2% | $152,909-35.5% |
| Participation rate | 59.1% | 83.3%-24.3pp | 79.8%-20.7pp | 82.5%-23.4pp |
| Annual return | 21.99% | 54.85%-32.9pp | 43.79%-21.8pp | 345.46%-323.5pp |
| Employer contribution / active EE | $282 | $4,947-94.3% | $3,866-92.7% | $4,764-94.1% |
| Participant deferral / active EE | $1,848 | $5,869-68.5% | $4,937-62.6% | $5,851-68.4% |
| Admin fee / account holder | $3,353 | $13,437-75.0% | $9,704-65.4% | $11,601-71.1% |