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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 | $105,786 | $183,516-42.4% | $155,534-32.0% | $145,884-27.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.40% | 61.43%-50.0pp | 64.92%-53.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $274 | $5,315-94.9% | $4,675-94.1% | $4,662-94.1% |
| Participant deferral / active EE | $3,418 | $6,467-47.2% | $5,630-39.3% | $6,690-48.9% |
| Admin fee / account holder | $4,010 | $19,293-79.2% | $15,900-74.8% | $13,392-70.1% |