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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 | $134,342 | $183,539-26.8% | $155,556-13.6% | $145,897-7.9% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.5pp | 80.3%-49.5pp |
| Annual return | 10.10% | 61.31%-51.2pp | 64.84%-54.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $8 | $5,315-99.8% | $4,675-99.8% | $4,663-99.8% |
| Participant deferral / active EE | $6,467 | $6,4670% | $5,631+14.9% | $6,689-3.3% |
| Admin fee / account holder | $2,673 | $19,275-86.1% | $15,885-83.2% | $13,390-80.0% |