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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 | $184,014-51.9% | $161,149-45.1% | $138,895-36.3% |
| Participation rate | 22.2% | 82.1%-59.9pp | 78.8%-56.6pp | 79.9%-57.7pp |
| Annual return | 20.17% | 21.52%-1.4pp | 21.16%-1.0pp | 145.39%-125.2pp |
| Employer contribution / active EE | $672 | $5,055-86.7% | $4,360-84.6% | $4,194-84.0% |
| Participant deferral / active EE | $3,957 | $6,909-42.7% | $6,153-35.7% | $6,396-38.1% |
| Admin fee / account holder | $435 | $18,027-97.6% | $15,194-97.1% | $12,562-96.5% |