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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 | $95,198 | $129,737-26.6% | $119,126-20.1% | $154,746-38.5% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 15.71% | 379.08%-363.4pp | 282.11%-266.4pp | 172.34%-156.6pp |
| Employer contribution / active EE | $625 | $4,375-85.7% | $4,034-84.5% | $4,379-85.7% |
| Participant deferral / active EE | $3,617 | $5,842-38.1% | $5,318-32.0% | $6,730-46.3% |
| Admin fee / account holder | $1,289 | $11,961-89.2% | $10,693-87.9% | $14,365-91.0% |