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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 | $113,928 | $140,592-19.0% | $123,105-7.5% | $125,389-9.1% |
| Participation rate | 45.5% | 88.2%-42.7pp | 86.8%-41.3pp | 83.2%-37.7pp |
| Annual return | 62.78% | 16.80%+46.0pp | 13.22%+49.6pp | 282.24%-219.5pp |
| Employer contribution / active EE | $445 | $6,041-92.6% | $5,151-91.4% | $4,866-90.9% |
| Participant deferral / active EE | $3,838 | $6,980-45.0% | $6,229-38.4% | $5,352-28.3% |
| Admin fee / account holder | $468 | $11,198-95.8% | $9,014-94.8% | $9,541-95.1% |