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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 | $139,975 | $183,539-23.7% | $155,556-10.0% | $145,897-4.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 10.27% | 61.31%-51.0pp | 64.84%-54.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $780 | $5,315-85.3% | $4,675-83.3% | $4,663-83.3% |
| Participant deferral / active EE | $5,380 | $6,467-16.8% | $5,631-4.5% | $6,689-19.6% |
| Admin fee / account holder | $5,926 | $19,275-69.3% | $15,885-62.7% | $13,390-55.7% |