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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 | $133,790 | $178,174-24.9% | $156,181-14.3% | $137,256-2.5% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.8%-53.8pp | 80.0%-55.0pp |
| Annual return | 16.46% | 84.19%-67.7pp | 64.87%-48.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,003 | $4,972-79.8% | $4,294-76.6% | $4,156-75.9% |
| Participant deferral / active EE | $6,676 | $6,888-3.1% | $6,132+8.9% | $6,407+4.2% |
| Admin fee / account holder | $1,433 | $17,404-91.8% | $14,586-90.2% | $12,270-88.3% |