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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 | $199,109-32.8% | $173,730-23.0% | $154,746-13.5% |
| Participation rate | 25.0% | 82.8%-57.8pp | 79.6%-54.6pp | 80.7%-55.7pp |
| Annual return | 16.46% | 20.02%-3.6pp | 19.96%-3.5pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,003 | $5,311-81.1% | $4,577-78.1% | $4,379-77.1% |
| Participant deferral / active EE | $6,676 | $7,113-6.1% | $6,326+5.5% | $6,730-0.8% |
| Admin fee / account holder | $1,433 | $20,916-93.1% | $17,523-91.8% | $14,365-90.0% |