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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 | $185,312-45.4% | $161,489-37.3% | $154,746-34.6% |
| Participation rate | 30.0% | 82.5%-52.5pp | 78.7%-48.7pp | 80.7%-50.7pp |
| Annual return | 18.93% | 103.84%-84.9pp | 89.72%-70.8pp | 172.34%-153.4pp |
| Employer contribution / active EE | $746 | $4,769-84.4% | $4,268-82.5% | $4,379-83.0% |
| Participant deferral / active EE | $4,258 | $6,350-32.9% | $5,630-24.4% | $6,730-36.7% |
| Admin fee / account holder | $613 | $18,654-96.7% | $16,006-96.2% | $14,365-95.7% |