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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 | $135,375 | $174,379-22.4% | $152,093-11.0% | $138,895-2.5% |
| Participation rate | 46.2% | 81.6%-35.5pp | 77.8%-31.6pp | 79.9%-33.8pp |
| Annual return | 16.00% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $707 | $4,652-84.8% | $4,175-83.1% | $4,194-83.1% |
| Participant deferral / active EE | $8,497 | $6,159+38.0% | $5,451+55.9% | $6,396+32.8% |
| Admin fee / account holder | $449 | $16,880-97.3% | $14,497-96.9% | $12,562-96.4% |