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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 | $100,409 | $197,603-49.2% | $177,827-43.5% | $158,950-36.8% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.7%-62.7pp | 82.0%-57.0pp |
| Annual return | 22.75% | 58.76%-36.0pp | 48.32%-25.6pp | 302.91%-280.2pp |
| Employer contribution / active EE | $781 | $6,698-88.3% | $5,918-86.8% | $4,762-83.6% |
| Participant deferral / active EE | $4,875 | $8,404-42.0% | $7,713-36.8% | $5,983-18.5% |
| Admin fee / account holder | $370 | $15,402-97.6% | $12,429-97.0% | $11,248-96.7% |