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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 | $174,800 | $275,752-36.6% | $256,809-31.9% | $198,609-12.0% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 19.57% | 34.81%-15.2pp | 32.73%-13.2pp | 202.70%-183.1pp |
| Employer contribution / active EE | $1,139 | $7,721-85.2% | $7,263-84.3% | $5,055-77.5% |
| Participant deferral / active EE | $7,500 | $10,037-25.3% | $9,520-21.2% | $6,977+7.5% |
| Admin fee / account holder | $2,626 | $25,716-89.8% | $25,146-89.6% | $19,030-86.2% |