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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 | $107,010 | $182,442-41.3% | $163,379-34.5% | $138,895-23.0% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.8%-36.8pp | 79.9%-39.9pp |
| Annual return | 16.69% | 72.74%-56.1pp | 63.41%-46.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $318 | $4,159-92.4% | $3,752-91.5% | $4,194-92.4% |
| Participant deferral / active EE | $1,740 | $6,817-74.5% | $6,282-72.3% | $6,396-72.8% |
| Admin fee / account holder | $542 | $10,396-94.8% | $9,818-94.5% | $12,562-95.7% |