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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 | $147,573 | $199,109-25.9% | $173,730-15.1% | $154,746-4.6% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 12.63% | 20.02%-7.4pp | 19.96%-7.3pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,069 | $5,311-79.9% | $4,577-76.6% | $4,379-75.6% |
| Participant deferral / active EE | $8,349 | $7,113+17.4% | $6,326+32.0% | $6,730+24.0% |
| Admin fee / account holder | $1,047 | $20,916-95.0% | $17,523-94.0% | $14,365-92.7% |