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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 | $134,557 | $157,276-14.4% | $141,177-4.7% | $152,885-12.0% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 20.65% | 64.33%-43.7pp | 71.40%-50.7pp | 345.39%-324.7pp |
| Employer contribution / active EE | $568 | $5,262-89.2% | $4,736-88.0% | $4,763-88.1% |
| Participant deferral / active EE | $2,751 | $7,110-61.3% | $6,710-59.0% | $5,851-53.0% |
| Admin fee / account holder | $689 | $12,123-94.3% | $10,263-93.3% | $11,598-94.1% |