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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 | $93,925 | $185,312-49.3% | $161,489-41.8% | $154,746-39.3% |
| Participation rate | 46.7% | 82.5%-35.8pp | 78.7%-32.0pp | 80.7%-34.0pp |
| Annual return | 14.71% | 103.84%-89.1pp | 89.72%-75.0pp | 172.34%-157.6pp |
| Employer contribution / active EE | $653 | $4,769-86.3% | $4,268-84.7% | $4,379-85.1% |
| Participant deferral / active EE | $2,952 | $6,350-53.5% | $5,630-47.6% | $6,730-56.1% |
| Admin fee / account holder | $2,684 | $18,654-85.6% | $16,006-83.2% | $14,365-81.3% |