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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 | $172,111-50.3% | $150,298-43.1% | $137,256-37.7% |
| Participation rate | 35.7% | 81.7%-46.0pp | 77.8%-42.0pp | 80.0%-44.2pp |
| Annual return | 19.94% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $802 | $4,636-82.7% | $4,154-80.7% | $4,156-80.7% |
| Participant deferral / active EE | $2,255 | $6,166-63.4% | $5,453-58.6% | $6,407-64.8% |
| Admin fee / account holder | $1,076 | $16,471-93.5% | $14,116-92.4% | $12,270-91.2% |