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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 | $85,766 | $177,156-51.6% | $147,027-41.7% | $154,746-44.6% |
| Participation rate | 33.3% | 79.4%-46.0pp | 73.7%-40.4pp | 80.7%-47.4pp |
| Annual return | 17.39% | 21.94%-4.6pp | 20.23%-2.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $444 | $4,336-89.8% | $3,626-87.8% | $4,379-89.9% |
| Participant deferral / active EE | $2,000 | $5,797-65.5% | $4,933-59.5% | $6,730-70.3% |
| Admin fee / account holder | $735 | $14,904-95.1% | $12,223-94.0% | $14,365-94.9% |