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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 | $97,651 | $154,228-36.7% | $145,433-32.9% | $137,256-28.9% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.8pp | 80.0%-43.6pp |
| Annual return | 16.23% | 74.59%-58.4pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $755 | $4,804-84.3% | $4,554-83.4% | $4,156-81.8% |
| Participant deferral / active EE | $3,260 | $8,216-60.3% | $7,897-58.7% | $6,407-49.1% |
| Admin fee / account holder | $1,517 | $14,344-89.4% | $13,129-88.4% | $12,270-87.6% |