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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 | $129,353 | $198,457-34.8% | $170,435-24.1% | $147,586-12.4% |
| Participation rate | 45.5% | 88.0%-42.5pp | 83.6%-38.1pp | 82.8%-37.4pp |
| Annual return | 19.33% | 257.30%-238.0pp | 205.94%-186.6pp | 578.59%-559.3pp |
| Employer contribution / active EE | $981 | $6,183-84.1% | $5,432-81.9% | $4,876-79.9% |
| Participant deferral / active EE | $3,483 | $5,629-38.1% | $4,939-29.5% | $5,439-36.0% |
| Admin fee / account holder | $9,121 | $16,852-45.9% | $13,881-34.3% | $10,886-16.2% |