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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 | $94,084 | $124,330-24.3% | $109,173-13.8% | $167,536-43.8% |
| Participation rate | 33.3% | 79.5%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 28.35% | 26.04%+2.3pp | 25.75%+2.6pp | 478.82%-450.5pp |
| Employer contribution / active EE | $533 | $4,209-87.3% | $3,723-85.7% | $4,839-89.0% |
| Participant deferral / active EE | $6,500 | $5,256+23.7% | $4,654+39.7% | $6,342+2.5% |
| Admin fee / account holder | $959 | $7,974-88.0% | $6,755-85.8% | $12,315-92.2% |