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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 | $98,746 | $123,155-19.8% | $108,753-9.2% | $155,188-36.4% |
| Participation rate | 11.1% | 75.6%-64.5pp | 71.1%-60.0pp | 80.8%-69.7pp |
| Annual return | 13.39% | 44.73%-31.3pp | 37.47%-24.1pp | 148.84%-135.4pp |
| Employer contribution / active EE | $184 | $2,811-93.5% | $2,427-92.4% | $4,248-95.7% |
| Participant deferral / active EE | $1,908 | $4,623-58.7% | $4,115-53.6% | $6,531-70.8% |
| Admin fee / account holder | $1,044 | $12,126-91.4% | $10,320-89.9% | $14,480-92.8% |