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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 | $98,188 | $172,111-43.0% | $150,298-34.7% | $137,256-28.5% |
| Participation rate | 29.4% | 81.7%-52.3pp | 77.8%-48.3pp | 80.0%-50.5pp |
| Annual return | 16.43% | 69.37%-52.9pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $813 | $4,636-82.5% | $4,154-80.4% | $4,156-80.4% |
| Participant deferral / active EE | $2,696 | $6,166-56.3% | $5,453-50.5% | $6,407-57.9% |
| Admin fee / account holder | $2,885 | $16,471-82.5% | $14,116-79.6% | $12,270-76.5% |