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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 | $78,282 | $183,592-57.4% | $155,574-49.7% | $145,877-46.3% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.5pp | 80.3%-38.6pp |
| Annual return | 11.00% | 61.37%-50.4pp | 64.87%-53.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $479 | $5,317-91.0% | $4,676-89.8% | $4,663-89.7% |
| Participant deferral / active EE | $4,190 | $6,466-35.2% | $5,629-25.6% | $6,691-37.4% |
| Admin fee / account holder | $1,351 | $19,316-93.0% | $15,914-91.5% | $13,402-89.9% |