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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 | $183,516-57.3% | $155,534-49.7% | $145,884-46.3% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.6pp | 80.3%-38.6pp |
| Annual return | 11.00% | 61.43%-50.4pp | 64.92%-53.9pp | 551.85%-540.8pp |
| Employer contribution / active EE | $479 | $5,315-91.0% | $4,675-89.7% | $4,662-89.7% |
| Participant deferral / active EE | $4,190 | $6,467-35.2% | $5,630-25.6% | $6,690-37.4% |
| Admin fee / account holder | $1,351 | $19,293-93.0% | $15,900-91.5% | $13,392-89.9% |