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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 | $136,027 | $160,028-15.0% | $147,080-7.5% | $145,884-6.8% |
| Participation rate | 45.8% | 84.0%-38.2pp | 82.2%-36.3pp | 80.3%-34.5pp |
| Annual return | 13.52% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.3pp |
| Employer contribution / active EE | $640 | $5,286-87.9% | $4,933-87.0% | $4,662-86.3% |
| Participant deferral / active EE | $2,859 | $8,422-66.1% | $8,066-64.6% | $6,690-57.3% |
| Admin fee / account holder | $6,831 | $15,030-54.5% | $12,989-47.4% | $13,392-49.0% |