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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 | $86,200 | $154,228-44.1% | $145,433-40.7% | $137,256-37.2% |
| Participation rate | 45.0% | 83.8%-38.8pp | 82.1%-37.1pp | 80.0%-35.0pp |
| Annual return | 14.83% | 74.59%-59.8pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $397 | $4,804-91.7% | $4,554-91.3% | $4,156-90.4% |
| Participant deferral / active EE | $2,920 | $8,216-64.5% | $7,897-63.0% | $6,407-54.4% |
| Admin fee / account holder | $306 | $14,344-97.9% | $13,129-97.7% | $12,270-97.5% |