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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 | $183,627-44.1% | $155,602-34.0% | $145,978-29.7% |
| Participation rate | 35.7% | 82.7%-47.0pp | 78.2%-42.5pp | 80.3%-44.6pp |
| Annual return | 9.46% | 61.32%-51.9pp | 64.81%-55.3pp | 550.52%-541.1pp |
| Employer contribution / active EE | $667 | $5,316-87.5% | $4,675-85.7% | $4,662-85.7% |
| Participant deferral / active EE | $3,259 | $6,466-49.6% | $5,629-42.1% | $6,690-51.3% |
| Admin fee / account holder | $22,658 | $19,327+17.2% | $15,923+42.3% | $13,400+69.1% |