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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 | $96,119 | $129,737-25.9% | $119,126-19.3% | $154,746-37.9% |
| Participation rate | 54.5% | 78.9%-24.3pp | 75.8%-21.2pp | 80.7%-26.2pp |
| Annual return | 23.75% | 379.08%-355.3pp | 282.11%-258.4pp | 172.34%-148.6pp |
| Employer contribution / active EE | $866 | $4,375-80.2% | $4,034-78.5% | $4,379-80.2% |
| Participant deferral / active EE | $6,516 | $5,842+11.5% | $5,318+22.5% | $6,730-3.2% |
| Admin fee / account holder | $2,722 | $11,961-77.2% | $10,693-74.5% | $14,365-81.1% |