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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 | $119,549 | $201,259-40.6% | $184,200-35.1% | $145,959-18.1% |
| Participation rate | 43.8% | 87.5%-43.8pp | 86.8%-43.1pp | 80.3%-36.5pp |
| Annual return | 17.86% | 28.98%-11.1pp | 28.80%-10.9pp | 561.95%-544.1pp |
| Employer contribution / active EE | $1,058 | $7,018-84.9% | $6,424-83.5% | $4,661-77.3% |
| Participant deferral / active EE | $5,290 | $9,806-46.1% | $9,132-42.1% | $6,689-20.9% |
| Admin fee / account holder | $3,971 | $16,372-75.7% | $13,907-71.4% | $13,398-70.4% |