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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 | $77,131 | $107,733-28.4% | $92,985-17.1% | $154,746-50.2% |
| Participation rate | 20.0% | 74.6%-54.6pp | 69.5%-49.5pp | 80.7%-60.7pp |
| Annual return | 21.67% | 30.39%-8.7pp | 27.99%-6.3pp | 172.34%-150.7pp |
| Employer contribution / active EE | $364 | $3,126-88.4% | $2,662-86.3% | $4,379-91.7% |
| Participant deferral / active EE | $4,700 | $5,053-7.0% | $4,377+7.4% | $6,730-30.2% |
| Admin fee / account holder | $698 | $11,369-93.9% | $9,463-92.6% | $14,365-95.1% |