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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 | $95,952 | $165,381-42.0% | $149,730-35.9% | $158,966-39.6% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 17.39% | 348.29%-330.9pp | 276.70%-259.3pp | 302.95%-285.6pp |
| Employer contribution / active EE | $183 | $5,104-96.4% | $4,645-96.1% | $4,762-96.1% |
| Participant deferral / active EE | $3,911 | $7,182-45.6% | $6,843-42.9% | $5,983-34.6% |
| Admin fee / account holder | $1,267 | $10,809-88.3% | $9,310-86.4% | $11,250-88.7% |