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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 | $156,398-44.0% | $147,318-40.5% | $138,895-36.9% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 18.92% | 78.75%-59.8pp | 70.43%-51.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $698 | $4,853-85.6% | $4,593-84.8% | $4,194-83.4% |
| Participant deferral / active EE | $9,061 | $8,237+10.0% | $7,906+14.6% | $6,396+41.7% |
| Admin fee / account holder | $22,906 | $14,976+53.0% | $13,708+67.1% | $12,562+82.3% |