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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 | $81,748 | $129,737-37.0% | $119,126-31.4% | $154,746-47.2% |
| Participation rate | 35.0% | 78.9%-43.9pp | 75.8%-40.8pp | 80.7%-45.7pp |
| Annual return | 15.22% | 379.08%-363.9pp | 282.11%-266.9pp | 172.34%-157.1pp |
| Employer contribution / active EE | $933 | $4,375-78.7% | $4,034-76.9% | $4,379-78.7% |
| Participant deferral / active EE | $3,329 | $5,842-43.0% | $5,318-37.4% | $6,730-50.5% |
| Admin fee / account holder | $685 | $11,961-94.3% | $10,693-93.6% | $14,365-95.2% |