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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 | $94,994 | $157,276-39.6% | $141,177-32.7% | $152,885-37.9% |
| Participation rate | 26.7% | 84.8%-58.2pp | 82.5%-55.8pp | 82.5%-55.8pp |
| Annual return | 18.91% | 64.33%-45.4pp | 71.40%-52.5pp | 345.39%-326.5pp |
| Employer contribution / active EE | $624 | $5,262-88.1% | $4,736-86.8% | $4,763-86.9% |
| Participant deferral / active EE | $3,405 | $7,110-52.1% | $6,710-49.2% | $5,851-41.8% |
| Admin fee / account holder | $1,133 | $12,123-90.7% | $10,263-89.0% | $11,598-90.2% |