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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 | $115,846 | $201,372-42.5% | $184,260-37.1% | $145,884-20.6% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 26.30% | 29.04%-2.7pp | 28.84%-2.5pp | 551.85%-525.5pp |
| Employer contribution / active EE | $787 | $7,024-88.8% | $6,427-87.8% | $4,662-83.1% |
| Participant deferral / active EE | $6,629 | $9,808-32.4% | $9,133-27.4% | $6,690-0.9% |
| Admin fee / account holder | $890 | $16,362-94.6% | $13,898-93.6% | $13,392-93.4% |