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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 | $134,817-39.1% | $123,973-33.8% | $155,188-47.1% |
| Participation rate | 45.0% | 79.4%-34.4pp | 76.7%-31.7pp | 80.8%-35.8pp |
| Annual return | 11.35% | 515.49%-504.1pp | 388.13%-376.8pp | 148.84%-137.5pp |
| Employer contribution / active EE | $732 | $4,425-83.5% | $4,126-82.3% | $4,248-82.8% |
| Participant deferral / active EE | $3,617 | $5,706-36.6% | $5,247-31.1% | $6,531-44.6% |
| Admin fee / account holder | $7,298 | $13,245-44.9% | $11,799-38.1% | $14,480-49.6% |