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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 | $101,236 | $227,399-55.5% | $189,758-46.6% | $198,609-49.0% |
| Participation rate | 30.0% | 84.0%-54.0pp | 79.8%-49.8pp | 82.4%-52.4pp |
| Annual return | 18.93% | 61.03%-42.1pp | 52.62%-33.7pp | 202.70%-183.8pp |
| Employer contribution / active EE | $746 | $5,526-86.5% | $4,767-84.4% | $5,055-85.3% |
| Participant deferral / active EE | $4,258 | $6,837-37.7% | $5,856-27.3% | $6,977-39.0% |
| Admin fee / account holder | $613 | $25,162-97.6% | $20,388-97.0% | $19,030-96.8% |