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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 | $122,338 | $156,398-21.8% | $147,318-17.0% | $138,895-11.9% |
| Participation rate | 26.7% | 83.8%-57.1pp | 82.1%-55.4pp | 79.9%-53.3pp |
| Annual return | 16.33% | 78.75%-62.4pp | 70.43%-54.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $624 | $4,853-87.1% | $4,593-86.4% | $4,194-85.1% |
| Participant deferral / active EE | $3,692 | $8,237-55.2% | $7,906-53.3% | $6,396-42.3% |
| Admin fee / account holder | $2,014 | $14,976-86.5% | $13,708-85.3% | $12,562-84.0% |