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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 | $183,592-26.8% | $155,574-13.6% | $145,877-7.9% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.4pp | 80.3%-49.5pp |
| Annual return | 10.10% | 61.37%-51.3pp | 64.87%-54.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $8 | $5,317-99.8% | $4,676-99.8% | $4,663-99.8% |
| Participant deferral / active EE | $6,467 | $6,4660% | $5,629+14.9% | $6,691-3.3% |
| Admin fee / account holder | $2,673 | $19,316-86.2% | $15,914-83.2% | $13,402-80.1% |