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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 | $99,664 | $73,955+34.8% | $96,520+3.3% | $75,181+32.6% |
| Participation rate | 41.3% | 66.4%-25.1pp | 74.3%-33.0pp | 67.2%-25.9pp |
| Annual return | 19.53% | 26.72%-7.2pp | 35.72%-16.2pp | 160.69%-141.2pp |
| Employer contribution / active EE | $184 | $2,930-93.7% | $3,739-95.1% | $2,671-93.1% |
| Participant deferral / active EE | $3,421 | $3,659-6.5% | $4,879-29.9% | $4,126-17.1% |
| Admin fee / account holder | $2,978 | $5,217-42.9% | $6,733-55.8% | $5,650-47.3% |