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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 | $84,214 | $183,627-54.1% | $155,602-45.9% | $145,978-42.3% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 13.87% | 61.32%-47.4pp | 64.81%-50.9pp | 550.52%-536.6pp |
| Employer contribution / active EE | $585 | $5,316-89.0% | $4,675-87.5% | $4,662-87.5% |
| Participant deferral / active EE | $2,905 | $6,466-55.1% | $5,629-48.4% | $6,690-56.6% |
| Admin fee / account holder | $1,178 | $19,327-93.9% | $15,923-92.6% | $13,400-91.2% |