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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 | $135,375 | $181,062-25.2% | $158,223-14.4% | $155,188-12.8% |
| Participation rate | 46.2% | 82.7%-36.5pp | 79.2%-33.0pp | 80.8%-34.6pp |
| Annual return | 16.00% | 57.39%-41.4pp | 52.09%-36.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $707 | $4,565-84.5% | $4,109-82.8% | $4,248-83.3% |
| Participant deferral / active EE | $8,497 | $6,134+38.5% | $5,467+55.4% | $6,531+30.1% |
| Admin fee / account holder | $449 | $18,825-97.6% | $16,047-97.2% | $14,480-96.9% |