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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 | $127,841 | $183,592-30.4% | $155,574-17.8% | $145,877-12.4% |
| Participation rate | 7.1% | 82.7%-75.6pp | 78.2%-71.1pp | 80.3%-73.2pp |
| Annual return | 11.18% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $797 | $5,317-85.0% | $4,676-82.9% | $4,663-82.9% |
| Participant deferral / active EE | $3,026 | $6,466-53.2% | $5,629-46.2% | $6,691-54.8% |
| Admin fee / account holder | $952 | $19,316-95.1% | $15,914-94.0% | $13,402-92.9% |