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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 | $97,736 | $183,516-46.7% | $155,534-37.2% | $145,884-33.0% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 15.46% | 61.43%-46.0pp | 64.92%-49.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $452 | $5,315-91.5% | $4,675-90.3% | $4,662-90.3% |
| Participant deferral / active EE | $2,262 | $6,467-65.0% | $5,630-59.8% | $6,690-66.2% |
| Admin fee / account holder | $36,834 | $19,293+90.9% | $15,900+131.7% | $13,392+175.0% |