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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 | $85,953 | $162,136-47.0% | $152,301-43.6% | $154,746-44.5% |
| Participation rate | 35.7% | 84.1%-48.4pp | 82.4%-46.7pp | 80.7%-45.0pp |
| Annual return | 14.96% | 91.02%-76.1pp | 80.50%-65.5pp | 172.34%-157.4pp |
| Employer contribution / active EE | $552 | $4,890-88.7% | $4,624-88.1% | $4,379-87.4% |
| Participant deferral / active EE | $3,810 | $8,341-54.3% | $8,004-52.4% | $6,730-43.4% |
| Admin fee / account holder | $56,321 | $15,759+257.4% | $14,398+291.2% | $14,365+292.1% |