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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 | $94,722 | $124,980-24.2% | $108,359-12.6% | $154,746-38.8% |
| Participation rate | 44.4% | 75.2%-30.7pp | 70.1%-25.7pp | 80.7%-36.3pp |
| Annual return | 14.55% | 45.00%-30.4pp | 36.89%-22.3pp | 172.34%-157.8pp |
| Employer contribution / active EE | $526 | $2,851-81.6% | $2,399-78.1% | $4,379-88.0% |
| Participant deferral / active EE | $3,143 | $4,743-33.7% | $4,137-24.0% | $6,730-53.3% |
| Admin fee / account holder | $1,035 | $11,502-91.0% | $9,741-89.4% | $14,365-92.8% |