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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 | $73,627 | $154,228-52.3% | $145,433-49.4% | $137,256-46.4% |
| Participation rate | 27.3% | 83.8%-56.5pp | 82.1%-54.8pp | 80.0%-52.7pp |
| Annual return | 17.62% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $449 | $4,804-90.7% | $4,554-90.1% | $4,156-89.2% |
| Participant deferral / active EE | $2,940 | $8,216-64.2% | $7,897-62.8% | $6,407-54.1% |
| Admin fee / account holder | $1,405 | $14,344-90.2% | $13,129-89.3% | $12,270-88.5% |