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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 | $143,825 | $217,432-33.9% | $185,851-22.6% | $167,553-14.2% |
| Participation rate | 37.5% | 86.1%-48.6pp | 81.7%-44.2pp | 82.1%-44.6pp |
| Annual return | 11.28% | 148.43%-137.1pp | 122.11%-110.8pp | 478.89%-467.6pp |
| Employer contribution / active EE | $1,012 | $5,874-82.8% | $5,168-80.4% | $4,840-79.1% |
| Participant deferral / active EE | $2,539 | $6,357-60.1% | $5,569-54.4% | $6,343-60.0% |
| Admin fee / account holder | $2,674 | $19,820-86.5% | $16,245-83.5% | $12,316-78.3% |