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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 | $181,062-52.8% | $158,223-46.0% | $155,188-44.9% |
| Participation rate | 35.7% | 82.7%-46.9pp | 79.2%-43.5pp | 80.8%-45.1pp |
| Annual return | 19.94% | 57.39%-37.4pp | 52.09%-32.1pp | 148.84%-128.9pp |
| Employer contribution / active EE | $802 | $4,565-82.4% | $4,109-80.5% | $4,248-81.1% |
| Participant deferral / active EE | $2,255 | $6,134-63.2% | $5,467-58.7% | $6,531-65.5% |
| Admin fee / account holder | $1,076 | $18,825-94.3% | $16,047-93.3% | $14,480-92.6% |