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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 | $86,466 | $114,119-24.2% | $107,187-19.3% | $138,895-37.7% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 15.09% | 273.21%-258.1pp | 204.55%-189.5pp | 145.39%-130.3pp |
| Employer contribution / active EE | $756 | $4,059-81.4% | $3,782-80.0% | $4,194-82.0% |
| Participant deferral / active EE | $2,760 | $5,538-50.2% | $5,096-45.8% | $6,396-56.8% |
| Admin fee / account holder | $702 | $10,024-93.0% | $9,162-92.3% | $12,562-94.4% |