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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 | $134,883 | $160,070-15.7% | $147,117-8.3% | $145,897-7.5% |
| Participation rate | 27.3% | 84.0%-56.8pp | 82.2%-54.9pp | 80.3%-53.0pp |
| Annual return | 13.22% | 98.69%-85.5pp | 420.54%-407.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $754 | $5,285-85.7% | $4,932-84.7% | $4,663-83.8% |
| Participant deferral / active EE | $2,974 | $8,419-64.7% | $8,065-63.1% | $6,689-55.5% |
| Admin fee / account holder | $1,172 | $15,035-92.2% | $12,993-91.0% | $13,390-91.2% |