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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 | $87,604 | $154,228-43.2% | $145,433-39.8% | $137,256-36.2% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 18.92% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $698 | $4,804-85.5% | $4,554-84.7% | $4,156-83.2% |
| Participant deferral / active EE | $9,061 | $8,216+10.3% | $7,897+14.7% | $6,407+41.4% |
| Admin fee / account holder | $22,906 | $14,344+59.7% | $13,129+74.5% | $12,270+86.7% |