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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 | $89,186 | $172,111-48.2% | $150,298-40.7% | $137,256-35.0% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 20.34% | 69.37%-49.0pp | 62.79%-42.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $80 | $4,636-98.3% | $4,154-98.1% | $4,156-98.1% |
| Participant deferral / active EE | $6,050 | $6,166-1.9% | $5,453+11.0% | $6,407-5.6% |
| Admin fee / account holder | $2,557 | $16,471-84.5% | $14,116-81.9% | $12,270-79.2% |