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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 | $95,629 | $157,304-39.2% | $141,197-32.3% | $152,909-37.5% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 19.46% | 64.34%-44.9pp | 71.41%-51.9pp | 345.46%-326.0pp |
| Employer contribution / active EE | $877 | $5,263-83.3% | $4,736-81.5% | $4,764-81.6% |
| Participant deferral / active EE | $8,800 | $7,111+23.8% | $6,710+31.1% | $5,851+50.4% |
| Admin fee / account holder | $11,395 | $12,126-6.0% | $10,265+11.0% | $11,601-1.8% |