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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 | $135,475 | $178,174-24.0% | $156,181-13.3% | $137,256-1.3% |
| Participation rate | 27.3% | 82.0%-54.8pp | 78.8%-51.6pp | 80.0%-52.7pp |
| Annual return | 17.94% | 84.19%-66.2pp | 64.87%-46.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $722 | $4,972-85.5% | $4,294-83.2% | $4,156-82.6% |
| Participant deferral / active EE | $3,550 | $6,888-48.5% | $6,132-42.1% | $6,407-44.6% |
| Admin fee / account holder | $1,775 | $17,404-89.8% | $14,586-87.8% | $12,270-85.5% |