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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 | $99,647 | $172,111-42.1% | $150,298-33.7% | $137,256-27.4% |
| Participation rate | 8.7% | 81.7%-73.0pp | 77.8%-69.1pp | 80.0%-71.3pp |
| Annual return | 15.68% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $273 | $4,636-94.1% | $4,154-93.4% | $4,156-93.4% |
| Participant deferral / active EE | $3,111 | $6,166-49.5% | $5,453-42.9% | $6,407-51.4% |
| Admin fee / account holder | $1,822 | $16,471-88.9% | $14,116-87.1% | $12,270-85.2% |