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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 | $106,834 | $81,208+31.6% | $98,920+8.0% | $79,852+33.8% |
| Participation rate | 44.4% | 72.5%-28.1pp | 76.0%-31.6pp | 69.6%-25.2pp |
| Annual return | 10.42% | 60.99%-50.6pp | 196.47%-186.1pp | 31.72%-21.3pp |
| Employer contribution / active EE | $238 | $1,960-87.8% | $2,689-91.1% | $2,471-90.4% |
| Participant deferral / active EE | $1,539 | $3,265-52.9% | $4,245-63.7% | $3,740-58.8% |
| Admin fee / account holder | $1,730 | $6,013-71.2% | $6,643-74.0% | $5,306-67.4% |