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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 | $95,041 | $154,228-38.4% | $145,433-34.6% | $137,256-30.8% |
| Participation rate | 61.5% | 83.8%-22.3pp | 82.1%-20.6pp | 80.0%-18.4pp |
| Annual return | 18.65% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $815 | $4,804-83.0% | $4,554-82.1% | $4,156-80.4% |
| Participant deferral / active EE | $3,171 | $8,216-61.4% | $7,897-59.8% | $6,407-50.5% |
| Admin fee / account holder | $789 | $14,344-94.5% | $13,129-94.0% | $12,270-93.6% |