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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 | $90,691 | $135,956-33.3% | $123,894-26.8% | $273,972-66.9% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 10.10% | 56.63%-46.5pp | 47.52%-37.4pp | 41.46%-31.4pp |
| Employer contribution / active EE | $411 | $5,170-92.1% | $4,617-91.1% | $4,869-91.6% |
| Participant deferral / active EE | $5,151 | $6,343-18.8% | $5,984-13.9% | $5,287-2.6% |
| Admin fee / account holder | $728 | $9,817-92.6% | $8,357-91.3% | $10,133-92.8% |