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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 | $185,312-44.1% | $161,489-35.9% | $154,746-33.1% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.7%-58.7pp | 80.7%-60.7pp |
| Annual return | 16.21% | 103.84%-87.6pp | 89.72%-73.5pp | 172.34%-156.1pp |
| Employer contribution / active EE | $305 | $4,769-93.6% | $4,268-92.9% | $4,379-93.0% |
| Participant deferral / active EE | $4,100 | $6,350-35.4% | $5,630-27.2% | $6,730-39.1% |
| Admin fee / account holder | $717 | $18,654-96.2% | $16,006-95.5% | $14,365-95.0% |