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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 | $107,392 | $209,425-48.7% | $178,499-39.8% | $158,966-32.4% |
| Participation rate | 46.2% | 86.4%-40.2pp | 81.9%-35.8pp | 82.0%-35.8pp |
| Annual return | 13.31% | 188.80%-175.5pp | 151.10%-137.8pp | 302.95%-289.6pp |
| Employer contribution / active EE | $473 | $5,707-91.7% | $5,011-90.6% | $4,762-90.1% |
| Participant deferral / active EE | $2,425 | $5,955-59.3% | $5,202-53.4% | $5,983-59.5% |
| Admin fee / account holder | $4,035 | $17,078-76.4% | $13,986-71.2% | $11,250-64.1% |