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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 | $106,789 | $157,276-32.1% | $141,177-24.4% | $152,885-30.2% |
| Participation rate | 59.1% | 84.8%-25.7pp | 82.5%-23.4pp | 82.5%-23.4pp |
| Annual return | 19.86% | 64.33%-44.5pp | 71.40%-51.5pp | 345.39%-325.5pp |
| Employer contribution / active EE | $499 | $5,262-90.5% | $4,736-89.5% | $4,763-89.5% |
| Participant deferral / active EE | $3,145 | $7,110-55.8% | $6,710-53.1% | $5,851-46.2% |
| Admin fee / account holder | $1,117 | $12,123-90.8% | $10,263-89.1% | $11,598-90.4% |