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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 | $111,535-12.8% | $105,223-7.6% | $137,256-29.1% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.0%-45.0pp | 80.0%-50.0pp |
| Annual return | 21.93% | 237.85%-215.9pp | 180.65%-158.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $682 | $3,939-82.7% | $3,689-81.5% | $4,156-83.6% |
| Participant deferral / active EE | $5,435 | $5,500-1.2% | $5,072+7.2% | $6,407-15.2% |
| Admin fee / account holder | $406 | $9,721-95.8% | $8,859-95.4% | $12,270-96.7% |