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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 | $107,337 | $156,616-31.5% | $133,346-19.5% | $198,609-46.0% |
| Participation rate | 40.0% | 77.7%-37.7pp | 72.8%-32.8pp | 82.4%-42.4pp |
| Annual return | 13.40% | 44.25%-30.9pp | 36.85%-23.5pp | 202.70%-189.3pp |
| Employer contribution / active EE | $213 | $3,368-93.7% | $2,853-92.6% | $5,055-95.8% |
| Participant deferral / active EE | $2,318 | $4,920-52.9% | $4,332-46.5% | $6,977-66.8% |
| Admin fee / account holder | $20,511 | $17,468+17.4% | $14,264+43.8% | $19,030+7.8% |