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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 | $134,238 | $174,379-23.0% | $152,093-11.7% | $138,895-3.4% |
| Participation rate | 38.9% | 81.6%-42.8pp | 77.8%-38.9pp | 79.9%-41.0pp |
| Annual return | 14.09% | 74.86%-60.8pp | 66.36%-52.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $598 | $4,652-87.1% | $4,175-85.7% | $4,194-85.7% |
| Participant deferral / active EE | $1,759 | $6,159-71.4% | $5,451-67.7% | $6,396-72.5% |
| Admin fee / account holder | $1,730 | $16,880-89.8% | $14,497-88.1% | $12,562-86.2% |