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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 | $165,625 | $212,777-22.2% | $173,703-4.7% | $198,609-16.6% |
| Participation rate | 33.3% | 81.1%-47.7pp | 75.9%-42.6pp | 82.4%-49.0pp |
| Annual return | 14.38% | 18.82%-4.4pp | 17.46%-3.1pp | 202.70%-188.3pp |
| Employer contribution / active EE | $1,208 | $5,214-76.8% | $4,288-71.8% | $5,055-76.1% |
| Participant deferral / active EE | $5,277 | $5,697-7.4% | $4,854+8.7% | $6,977-24.4% |
| Admin fee / account holder | $2,198 | $19,536-88.8% | $15,562-85.9% | $19,030-88.5% |