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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 | $112,970 | $199,109-43.3% | $173,730-35.0% | $154,746-27.0% |
| Participation rate | 46.2% | 82.8%-36.7pp | 79.6%-33.4pp | 80.7%-34.5pp |
| Annual return | 12.50% | 20.02%-7.5pp | 19.96%-7.5pp | 172.34%-159.8pp |
| Employer contribution / active EE | $883 | $5,311-83.4% | $4,577-80.7% | $4,379-79.8% |
| Participant deferral / active EE | $2,435 | $7,113-65.8% | $6,326-61.5% | $6,730-63.8% |
| Admin fee / account holder | $26,349 | $20,916+26.0% | $17,523+50.4% | $14,365+83.4% |