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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 | $113,932 | $178,174-36.1% | $156,181-27.1% | $137,256-17.0% |
| Participation rate | 63.2% | 82.0%-18.9pp | 78.8%-15.7pp | 80.0%-16.8pp |
| Annual return | 13.36% | 84.19%-70.8pp | 64.87%-51.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $420 | $4,972-91.6% | $4,294-90.2% | $4,156-89.9% |
| Participant deferral / active EE | $4,299 | $6,888-37.6% | $6,132-29.9% | $6,407-32.9% |
| Admin fee / account holder | $20,875 | $17,404+19.9% | $14,586+43.1% | $12,270+70.1% |