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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 | $88,626 | $185,312-52.2% | $161,489-45.1% | $154,746-42.7% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 18.74% | 103.84%-85.1pp | 89.72%-71.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $928 | $4,769-80.5% | $4,268-78.3% | $4,379-78.8% |
| Participant deferral / active EE | $3,465 | $6,350-45.4% | $5,630-38.5% | $6,730-48.5% |
| Admin fee / account holder | $593 | $18,654-96.8% | $16,006-96.3% | $14,365-95.9% |