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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 | $143,825 | $166,089-13.4% | $164,928-12.8% | $145,978-1.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 19.55% | 100.26%-80.7pp | 70.08%-50.5pp | 550.52%-531.0pp |
| Employer contribution / active EE | $957 | $5,276-81.9% | $4,343-78.0% | $4,662-79.5% |
| Participant deferral / active EE | $2,839 | $6,961-59.2% | $6,034-53.0% | $6,690-57.6% |
| Admin fee / account holder | $2,526 | $16,641-84.8% | $12,684-80.1% | $13,400-81.2% |