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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 | $103,559 | $172,111-39.8% | $150,298-31.1% | $137,256-24.6% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 16.21% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $305 | $4,636-93.4% | $4,154-92.7% | $4,156-92.7% |
| Participant deferral / active EE | $4,100 | $6,166-33.5% | $5,453-24.8% | $6,407-36.0% |
| Admin fee / account holder | $717 | $16,471-95.6% | $14,116-94.9% | $12,270-94.2% |