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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 | $88,481 | $178,174-50.3% | $156,181-43.3% | $137,256-35.5% |
| Participation rate | 22.2% | 82.0%-59.8pp | 78.8%-56.6pp | 80.0%-57.7pp |
| Annual return | 20.17% | 84.19%-64.0pp | 64.87%-44.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $672 | $4,972-86.5% | $4,294-84.4% | $4,156-83.8% |
| Participant deferral / active EE | $3,957 | $6,888-42.6% | $6,132-35.5% | $6,407-38.2% |
| Admin fee / account holder | $435 | $17,404-97.5% | $14,586-97.0% | $12,270-96.5% |