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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 | $156,616-39.5% | $133,346-29.0% | $198,609-52.3% |
| Participation rate | 44.4% | 77.7%-33.3pp | 72.8%-28.4pp | 82.4%-37.9pp |
| Annual return | 14.55% | 44.25%-29.7pp | 36.85%-22.3pp | 202.70%-188.1pp |
| Employer contribution / active EE | $526 | $3,368-84.4% | $2,853-81.6% | $5,055-89.6% |
| Participant deferral / active EE | $3,143 | $4,920-36.1% | $4,332-27.5% | $6,977-55.0% |
| Admin fee / account holder | $1,035 | $17,468-94.1% | $14,264-92.7% | $19,030-94.6% |