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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 | $97,776 | $117,829-17.0% | $102,423-4.5% | $145,877-33.0% |
| Participation rate | 63.2% | 78.6%-15.5pp | 76.5%-13.3pp | 80.3%-17.1pp |
| Annual return | 16.36% | 31.83%-15.5pp | 29.42%-13.1pp | 551.28%-534.9pp |
| Employer contribution / active EE | $514 | $3,615-85.8% | $3,023-83.0% | $4,663-89.0% |
| Participant deferral / active EE | $3,675 | $5,732-35.9% | $5,054-27.3% | $6,691-45.1% |
| Admin fee / account holder | $301 | $13,335-97.7% | $9,455-96.8% | $13,402-97.8% |