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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 | $95,264 | $141,004-32.4% | $112,273-15.1% | $139,466-31.7% |
| Participation rate | 46.7% | 79.2%-32.5pp | 72.4%-25.8pp | 80.3%-33.7pp |
| Annual return | 14.88% | 32.75%-17.9pp | 30.23%-15.3pp | 373.66%-358.8pp |
| Employer contribution / active EE | $797 | $4,285-81.4% | $3,431-76.8% | $4,754-83.2% |
| Participant deferral / active EE | $3,479 | $5,878-40.8% | $4,800-27.5% | $6,712-48.2% |
| Admin fee / account holder | $2,419 | $9,959-75.7% | $7,752-68.8% | $11,409-78.8% |