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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 | $134,803 | $227,399-40.7% | $189,758-29.0% | $198,609-32.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 15.52% | 61.03%-45.5pp | 52.62%-37.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $1,112 | $5,526-79.9% | $4,767-76.7% | $5,055-78.0% |
| Participant deferral / active EE | $4,439 | $6,837-35.1% | $5,856-24.2% | $6,977-36.4% |
| Admin fee / account holder | $5,460 | $25,162-78.3% | $20,388-73.2% | $19,030-71.3% |