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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 | $97,151 | $124,980-22.3% | $108,359-10.3% | $154,746-37.2% |
| Participation rate | 27.3% | 75.2%-47.9pp | 70.1%-42.8pp | 80.7%-53.4pp |
| Annual return | 19.22% | 45.00%-25.8pp | 36.89%-17.7pp | 172.34%-153.1pp |
| Employer contribution / active EE | $476 | $2,851-83.3% | $2,399-80.2% | $4,379-89.1% |
| Participant deferral / active EE | $4,273 | $4,743-9.9% | $4,137+3.3% | $6,730-36.5% |
| Admin fee / account holder | $1,704 | $11,502-85.2% | $9,741-82.5% | $14,365-88.1% |