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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 | $95,757 | $157,296-39.1% | $141,191-32.2% | $152,897-37.4% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 25.88% | 64.34%-38.5pp | 71.41%-45.5pp | 345.43%-319.6pp |
| Employer contribution / active EE | $918 | $5,262-82.5% | $4,736-80.6% | $4,764-80.7% |
| Participant deferral / active EE | $4,425 | $7,111-37.8% | $6,710-34.1% | $5,851-24.4% |
| Admin fee / account holder | $709 | $12,125-94.2% | $10,264-93.1% | $11,599-93.9% |