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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 | $102,189 | $139,948-27.0% | $121,663-16.0% | $154,746-34.0% |
| Participation rate | 56.5% | 78.0%-21.5pp | 74.5%-18.0pp | 80.7%-24.2pp |
| Annual return | 10.27% | 230.52%-220.2pp | 147.54%-137.3pp | 172.34%-162.1pp |
| Employer contribution / active EE | $291 | $3,521-91.7% | $3,020-90.4% | $4,379-93.4% |
| Participant deferral / active EE | $3,102 | $5,629-44.9% | $4,887-36.5% | $6,730-53.9% |
| Admin fee / account holder | $17,428 | $17,321+0.6% | $14,289+22.0% | $14,365+21.3% |