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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 | $109,630 | $185,312-40.8% | $161,489-32.1% | $154,746-29.2% |
| Participation rate | 15.0% | 82.5%-67.5pp | 78.7%-63.7pp | 80.7%-65.7pp |
| Annual return | 20.83% | 103.84%-83.0pp | 89.72%-68.9pp | 172.34%-151.5pp |
| Employer contribution / active EE | $910 | $4,769-80.9% | $4,268-78.7% | $4,379-79.2% |
| Participant deferral / active EE | $3,632 | $6,350-42.8% | $5,630-35.5% | $6,730-46.0% |
| Admin fee / account holder | $1,256 | $18,654-93.3% | $16,006-92.2% | $14,365-91.3% |