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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 | $76,439 | $196,972-61.2% | $182,262-58.1% | $198,609-61.5% |
| Participation rate | 45.5% | 85.7%-40.2pp | 84.2%-38.8pp | 82.4%-36.9pp |
| Annual return | 13.57% | 158.27%-144.7pp | 140.60%-127.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $1,333 | $5,364-75.2% | $5,046-73.6% | $5,055-73.6% |
| Participant deferral / active EE | $3,748 | $8,643-56.6% | $8,276-54.7% | $6,977-46.3% |
| Admin fee / account holder | $25,122 | $18,429+36.3% | $16,712+50.3% | $19,030+32.0% |