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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 | $103,328 | $183,516-43.7% | $155,534-33.6% | $145,884-29.2% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 16.35% | 61.43%-45.1pp | 64.92%-48.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $236 | $5,315-95.6% | $4,675-95.0% | $4,662-94.9% |
| Participant deferral / active EE | $2,179 | $6,467-66.3% | $5,630-61.3% | $6,690-67.4% |
| Admin fee / account holder | $12,809 | $19,293-33.6% | $15,900-19.4% | $13,392-4.4% |