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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 | $95,457 | $174,379-45.3% | $152,093-37.2% | $138,895-31.3% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 15.77% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $755 | $4,652-83.8% | $4,175-81.9% | $4,194-82.0% |
| Participant deferral / active EE | $2,634 | $6,159-57.2% | $5,451-51.7% | $6,396-58.8% |
| Admin fee / account holder | $870 | $16,880-94.8% | $14,497-94.0% | $12,562-93.1% |