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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 | $106,626 | $172,111-38.0% | $150,298-29.1% | $137,256-22.3% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 13.33% | 69.37%-56.0pp | 62.79%-49.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $488 | $4,636-89.5% | $4,154-88.3% | $4,156-88.3% |
| Participant deferral / active EE | $4,760 | $6,166-22.8% | $5,453-12.7% | $6,407-25.7% |
| Admin fee / account holder | $672 | $16,471-95.9% | $14,116-95.2% | $12,270-94.5% |