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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 | $133,547 | $209,336-36.2% | $197,124-32.3% | $137,256-2.7% |
| Participation rate | 57.1% | 87.3%-30.2pp | 86.7%-29.6pp | 80.0%-22.8pp |
| Annual return | 15.20% | 48.09%-32.9pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,114 | $6,591-83.1% | $6,227-82.1% | $4,156-73.2% |
| Participant deferral / active EE | $8,850 | $9,614-7.9% | $9,135-3.1% | $6,407+38.1% |
| Admin fee / account holder | $3,750 | $17,308-78.3% | $16,298-77.0% | $12,270-69.4% |