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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 | $92,216 | $183,516-49.8% | $155,534-40.7% | $145,884-36.8% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.2pp | 80.3%-33.2pp |
| Annual return | 9.29% | 61.43%-52.1pp | 64.92%-55.6pp | 551.85%-542.6pp |
| Employer contribution / active EE | $921 | $5,315-82.7% | $4,675-80.3% | $4,662-80.3% |
| Participant deferral / active EE | $3,670 | $6,467-43.3% | $5,630-34.8% | $6,690-45.1% |
| Admin fee / account holder | $1,479 | $19,293-92.3% | $15,900-90.7% | $13,392-89.0% |