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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 | $107,181 | $185,312-42.2% | $161,489-33.6% | $154,746-30.7% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 22.54% | 103.84%-81.3pp | 89.72%-67.2pp | 172.34%-149.8pp |
| Employer contribution / active EE | $624 | $4,769-86.9% | $4,268-85.4% | $4,379-85.8% |
| Participant deferral / active EE | $10,616 | $6,350+67.2% | $5,630+88.6% | $6,730+57.7% |
| Admin fee / account holder | $735 | $18,654-96.1% | $16,006-95.4% | $14,365-94.9% |