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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 | $128,840 | $156,616-17.7% | $133,346-3.4% | $198,609-35.1% |
| Participation rate | 41.2% | 77.7%-36.5pp | 72.8%-31.7pp | 82.4%-41.2pp |
| Annual return | 12.09% | 44.25%-32.2pp | 36.85%-24.8pp | 202.70%-190.6pp |
| Employer contribution / active EE | $318 | $3,368-90.6% | $2,853-88.9% | $5,055-93.7% |
| Participant deferral / active EE | $4,828 | $4,920-1.9% | $4,332+11.4% | $6,977-30.8% |
| Admin fee / account holder | $70,558 | $17,468+303.9% | $14,264+394.6% | $19,030+270.8% |