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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 | $227,399-51.8% | $189,758-42.2% | $198,609-44.8% |
| Participation rate | 15.0% | 84.0%-69.0pp | 79.8%-64.8pp | 82.4%-67.4pp |
| Annual return | 20.83% | 61.03%-40.2pp | 52.62%-31.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $910 | $5,526-83.5% | $4,767-80.9% | $5,055-82.0% |
| Participant deferral / active EE | $3,632 | $6,837-46.9% | $5,856-38.0% | $6,977-47.9% |
| Admin fee / account holder | $1,256 | $25,162-95.0% | $20,388-93.8% | $19,030-93.4% |