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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 | $104,950 | $165,381-36.5% | $149,730-29.9% | $158,966-34.0% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 11.05% | 348.29%-337.2pp | 276.70%-265.6pp | 302.95%-291.9pp |
| Employer contribution / active EE | $325 | $5,104-93.6% | $4,645-93.0% | $4,762-93.2% |
| Participant deferral / active EE | $3,948 | $7,182-45.0% | $6,843-42.3% | $5,983-34.0% |
| Admin fee / account holder | $8,154 | $10,809-24.6% | $9,310-12.4% | $11,250-27.5% |