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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 | $97,269 | $114,119-14.8% | $107,187-9.3% | $138,895-30.0% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.0%-45.0pp | 79.9%-49.9pp |
| Annual return | 21.93% | 273.21%-251.3pp | 204.55%-182.6pp | 145.39%-123.5pp |
| Employer contribution / active EE | $682 | $4,059-83.2% | $3,782-82.0% | $4,194-83.7% |
| Participant deferral / active EE | $5,435 | $5,538-1.9% | $5,096+6.7% | $6,396-15.0% |
| Admin fee / account holder | $406 | $10,024-95.9% | $9,162-95.6% | $12,562-96.8% |