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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 | $97,292 | $154,228-36.9% | $145,433-33.1% | $137,256-29.1% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 18.97% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $419 | $4,804-91.3% | $4,554-90.8% | $4,156-89.9% |
| Participant deferral / active EE | $2,611 | $8,216-68.2% | $7,897-66.9% | $6,407-59.2% |
| Admin fee / account holder | $1,464 | $14,344-89.8% | $13,129-88.9% | $12,270-88.1% |