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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 | $181,062-37.6% | $158,223-28.6% | $155,188-27.2% |
| Participation rate | 41.7% | 82.7%-41.0pp | 79.2%-37.5pp | 80.8%-39.1pp |
| Annual return | 14.08% | 57.39%-43.3pp | 52.09%-38.0pp | 148.84%-134.8pp |
| Employer contribution / active EE | $76 | $4,565-98.3% | $4,109-98.1% | $4,248-98.2% |
| Participant deferral / active EE | $5,367 | $6,134-12.5% | $5,467-1.8% | $6,531-17.8% |
| Admin fee / account holder | $1,524 | $18,825-91.9% | $16,047-90.5% | $14,480-89.5% |