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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 | $102,663 | $183,539-44.1% | $155,556-34.0% | $145,897-29.6% |
| Participation rate | 35.7% | 82.7%-47.0pp | 78.2%-42.5pp | 80.3%-44.6pp |
| Annual return | 9.46% | 61.31%-51.8pp | 64.84%-55.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $667 | $5,315-87.5% | $4,675-85.7% | $4,663-85.7% |
| Participant deferral / active EE | $3,259 | $6,467-49.6% | $5,631-42.1% | $6,689-51.3% |
| Admin fee / account holder | $22,658 | $19,275+17.6% | $15,885+42.6% | $13,390+69.2% |