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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 | $77,111 | $110,337-30.1% | $102,383-24.7% | $145,877-47.1% |
| Participation rate | 22.2% | 77.9%-55.7pp | 74.5%-52.3pp | 80.3%-58.1pp |
| Annual return | 14.26% | 24.83%-10.6pp | 24.94%-10.7pp | 551.28%-537.0pp |
| Employer contribution / active EE | $371 | $4,216-91.2% | $3,870-90.4% | $4,663-92.0% |
| Participant deferral / active EE | $5,111 | $5,621-9.1% | $5,060+1.0% | $6,691-23.6% |
| Admin fee / account holder | $489 | $9,750-95.0% | $8,391-94.2% | $13,402-96.4% |