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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 | $117,259 | $103,393+13.4% | $87,103+34.6% | $152,909-23.3% |
| Participation rate | 64.3% | 79.4%-15.1pp | 76.9%-12.6pp | 82.5%-18.2pp |
| Annual return | 20.75% | 28.10%-7.4pp | 28.19%-7.4pp | 345.46%-324.7pp |
| Employer contribution / active EE | $213 | $3,221-93.4% | $2,521-91.5% | $4,764-95.5% |
| Participant deferral / active EE | $2,130 | $4,778-55.4% | $4,049-47.4% | $5,851-63.6% |
| Admin fee / account holder | $885 | $12,195-92.7% | $7,491-88.2% | $11,601-92.4% |