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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 | $99,053 | $129,737-23.7% | $119,126-16.9% | $154,746-36.0% |
| Participation rate | 54.5% | 78.9%-24.3pp | 75.8%-21.2pp | 80.7%-26.2pp |
| Annual return | 14.62% | 379.08%-364.5pp | 282.11%-267.5pp | 172.34%-157.7pp |
| Employer contribution / active EE | $709 | $4,375-83.8% | $4,034-82.4% | $4,379-83.8% |
| Participant deferral / active EE | $1,908 | $5,842-67.3% | $5,318-64.1% | $6,730-71.7% |
| Admin fee / account holder | $2,305 | $11,961-80.7% | $10,693-78.4% | $14,365-84.0% |