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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 | $80,579 | $185,312-56.5% | $161,489-50.1% | $154,746-47.9% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 14.93% | 103.84%-88.9pp | 89.72%-74.8pp | 172.34%-157.4pp |
| Employer contribution / active EE | $975 | $4,769-79.6% | $4,268-77.2% | $4,379-77.7% |
| Participant deferral / active EE | $3,689 | $6,350-41.9% | $5,630-34.5% | $6,730-45.2% |
| Admin fee / account holder | $826 | $18,654-95.6% | $16,006-94.8% | $14,365-94.3% |