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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 | $124,297 | $183,592-32.3% | $155,574-20.1% | $145,877-14.8% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 9.16% | 61.37%-52.2pp | 64.87%-55.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $341 | $5,317-93.6% | $4,676-92.7% | $4,663-92.7% |
| Participant deferral / active EE | $8,972 | $6,466+38.8% | $5,629+59.4% | $6,691+34.1% |
| Admin fee / account holder | $4,219 | $19,316-78.2% | $15,914-73.5% | $13,402-68.5% |