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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 | $103,795 | $183,516-43.4% | $155,534-33.3% | $145,884-28.9% |
| Participation rate | 18.2% | 82.7%-64.5pp | 78.2%-60.0pp | 80.3%-62.1pp |
| Annual return | 20.72% | 61.43%-40.7pp | 64.92%-44.2pp | 551.85%-531.1pp |
| Employer contribution / active EE | $809 | $5,315-84.8% | $4,675-82.7% | $4,662-82.6% |
| Participant deferral / active EE | $1,886 | $6,467-70.8% | $5,630-66.5% | $6,690-71.8% |
| Admin fee / account holder | $1,449 | $19,293-92.5% | $15,900-90.9% | $13,392-89.2% |