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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 | $114,853 | $183,988-37.6% | $162,177-29.2% | $152,897-24.9% |
| Participation rate | 53.3% | 88.5%-35.2pp | 87.6%-34.2pp | 82.5%-29.1pp |
| Annual return | 16.98% | 150.79%-133.8pp | 115.60%-98.6pp | 345.43%-328.4pp |
| Employer contribution / active EE | $819 | $6,370-87.1% | $5,613-85.4% | $4,764-82.8% |
| Participant deferral / active EE | $4,666 | $8,032-41.9% | $7,297-36.1% | $5,851-20.3% |
| Admin fee / account holder | $1,043 | $13,123-92.1% | $10,843-90.4% | $11,599-91.0% |