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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 | $117,322 | $227,399-48.4% | $189,758-38.2% | $198,609-40.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 17.75% | 61.03%-43.3pp | 52.62%-34.9pp | 202.70%-184.9pp |
| Employer contribution / active EE | $1,516 | $5,526-72.6% | $4,767-68.2% | $5,055-70.0% |
| Participant deferral / active EE | $4,383 | $6,837-35.9% | $5,856-25.2% | $6,977-37.2% |
| Admin fee / account holder | $20,318 | $25,162-19.3% | $20,388-0.3% | $19,030+6.8% |