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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 | $92,545 | $183,539-49.6% | $155,556-40.5% | $145,897-36.6% |
| Participation rate | 46.2% | 82.7%-36.6pp | 78.2%-32.1pp | 80.3%-34.2pp |
| Annual return | 11.76% | 61.31%-49.5pp | 64.84%-53.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $852 | $5,315-84.0% | $4,675-81.8% | $4,663-81.7% |
| Participant deferral / active EE | $3,687 | $6,467-43.0% | $5,631-34.5% | $6,689-44.9% |
| Admin fee / account holder | $452 | $19,275-97.7% | $15,885-97.2% | $13,390-96.6% |