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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 | $107,869 | $183,516-41.2% | $155,534-30.6% | $145,884-26.1% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 9.22% | 61.43%-52.2pp | 64.92%-55.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $825 | $5,315-84.5% | $4,675-82.4% | $4,662-82.3% |
| Participant deferral / active EE | $6,854 | $6,467+6.0% | $5,630+21.7% | $6,690+2.5% |
| Admin fee / account holder | $811 | $19,293-95.8% | $15,900-94.9% | $13,392-93.9% |