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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 | $113,040 | $185,312-39.0% | $161,489-30.0% | $154,746-27.0% |
| Participation rate | 41.7% | 82.5%-40.8pp | 78.7%-37.0pp | 80.7%-39.0pp |
| Annual return | 14.08% | 103.84%-89.8pp | 89.72%-75.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $76 | $4,769-98.4% | $4,268-98.2% | $4,379-98.3% |
| Participant deferral / active EE | $5,367 | $6,350-15.5% | $5,630-4.7% | $6,730-20.3% |
| Admin fee / account holder | $1,524 | $18,654-91.8% | $16,006-90.5% | $14,365-89.4% |