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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 | $112,417 | $183,592-38.8% | $155,574-27.7% | $145,877-22.9% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.4pp | 80.3%-49.5pp |
| Annual return | 12.17% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $667 | $5,317-87.4% | $4,676-85.7% | $4,663-85.7% |
| Participant deferral / active EE | $3,693 | $6,466-42.9% | $5,629-34.4% | $6,691-44.8% |
| Admin fee / account holder | $1,424 | $19,316-92.6% | $15,914-91.1% | $13,402-89.4% |