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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 | $103,539 | $165,381-37.4% | $149,730-30.8% | $158,966-34.9% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 12.05% | 348.29%-336.2pp | 276.70%-264.6pp | 302.95%-290.9pp |
| Employer contribution / active EE | $391 | $5,104-92.3% | $4,645-91.6% | $4,762-91.8% |
| Participant deferral / active EE | $6,500 | $7,182-9.5% | $6,843-5.0% | $5,983+8.6% |
| Admin fee / account holder | $674 | $10,809-93.8% | $9,310-92.8% | $11,250-94.0% |