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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 | $155,375 | $227,399-31.7% | $189,758-18.1% | $198,609-21.8% |
| Participation rate | 28.6% | 84.0%-55.4pp | 79.8%-51.2pp | 82.4%-53.8pp |
| Annual return | 15.17% | 61.03%-45.9pp | 52.62%-37.5pp | 202.70%-187.5pp |
| Employer contribution / active EE | $980 | $5,526-82.3% | $4,767-79.4% | $5,055-80.6% |
| Participant deferral / active EE | $4,297 | $6,837-37.2% | $5,856-26.6% | $6,977-38.4% |
| Admin fee / account holder | $1,141 | $25,162-95.5% | $20,388-94.4% | $19,030-94.0% |