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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 | $85,473 | $185,312-53.9% | $161,489-47.1% | $154,746-44.8% |
| Participation rate | 35.7% | 82.5%-46.7pp | 78.7%-43.0pp | 80.7%-45.0pp |
| Annual return | 19.94% | 103.84%-83.9pp | 89.72%-69.8pp | 172.34%-152.4pp |
| Employer contribution / active EE | $802 | $4,769-83.2% | $4,268-81.2% | $4,379-81.7% |
| Participant deferral / active EE | $2,255 | $6,350-64.5% | $5,630-59.9% | $6,730-66.5% |
| Admin fee / account holder | $1,076 | $18,654-94.2% | $16,006-93.3% | $14,365-92.5% |