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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 | $121,859 | $157,276-22.5% | $141,177-13.7% | $152,885-20.3% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 19.80% | 64.33%-44.5pp | 71.40%-51.6pp | 345.39%-325.6pp |
| Employer contribution / active EE | $769 | $5,262-85.4% | $4,736-83.8% | $4,763-83.9% |
| Participant deferral / active EE | $3,074 | $7,110-56.8% | $6,710-54.2% | $5,851-47.5% |
| Admin fee / account holder | $825 | $12,123-93.2% | $10,263-92.0% | $11,598-92.9% |