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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 | $131,723 | $183,539-28.2% | $155,556-15.3% | $145,897-9.7% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.8pp | 80.3%-41.8pp |
| Annual return | 10.50% | 61.31%-50.8pp | 64.84%-54.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $458 | $5,315-91.4% | $4,675-90.2% | $4,663-90.2% |
| Participant deferral / active EE | $4,301 | $6,467-33.5% | $5,631-23.6% | $6,689-35.7% |
| Admin fee / account holder | $817 | $19,275-95.8% | $15,885-94.9% | $13,390-93.9% |