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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 | $82,956 | $110,410-24.9% | $102,437-19.0% | $145,897-43.1% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 13.11% | 24.85%-11.7pp | 24.95%-11.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $810 | $4,217-80.8% | $3,871-79.1% | $4,663-82.6% |
| Participant deferral / active EE | $2,229 | $5,622-60.3% | $5,060-55.9% | $6,689-66.7% |
| Admin fee / account holder | $388 | $9,745-96.0% | $8,388-95.4% | $13,390-97.1% |