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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 | $162,136-47.4% | $152,301-44.0% | $154,746-44.8% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 13.30% | 91.02%-77.7pp | 80.50%-67.2pp | 172.34%-159.0pp |
| Employer contribution / active EE | $506 | $4,890-89.7% | $4,624-89.1% | $4,379-88.4% |
| Participant deferral / active EE | $6,872 | $8,341-17.6% | $8,004-14.1% | $6,730+2.1% |
| Admin fee / account holder | $128,625 | $15,759+716.2% | $14,398+793.4% | $14,365+795.4% |