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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 | $85,355 | $156,398-45.4% | $147,318-42.1% | $138,895-38.5% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 13.30% | 78.75%-65.4pp | 70.43%-57.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $506 | $4,853-89.6% | $4,593-89.0% | $4,194-87.9% |
| Participant deferral / active EE | $6,872 | $8,237-16.6% | $7,906-13.1% | $6,396+7.4% |
| Admin fee / account holder | $128,625 | $14,976+758.9% | $13,708+838.4% | $12,562+923.9% |