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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 | $82,097 | $114,119-28.1% | $107,187-23.4% | $138,895-40.9% |
| Participation rate | 45.0% | 78.1%-33.1pp | 75.0%-30.0pp | 79.9%-34.9pp |
| Annual return | 11.35% | 273.21%-261.9pp | 204.55%-193.2pp | 145.39%-134.0pp |
| Employer contribution / active EE | $732 | $4,059-82.0% | $3,782-80.6% | $4,194-82.5% |
| Participant deferral / active EE | $3,617 | $5,538-34.7% | $5,096-29.0% | $6,396-43.4% |
| Admin fee / account holder | $7,298 | $10,024-27.2% | $9,162-20.4% | $12,562-41.9% |