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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 | $147,503 | $227,399-35.1% | $189,758-22.3% | $198,609-25.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 19.47% | 61.03%-41.6pp | 52.62%-33.2pp | 202.70%-183.2pp |
| Employer contribution / active EE | $341 | $5,526-93.8% | $4,767-92.8% | $5,055-93.3% |
| Participant deferral / active EE | $5,295 | $6,837-22.5% | $5,856-9.6% | $6,977-24.1% |
| Admin fee / account holder | $5,278 | $25,162-79.0% | $20,388-74.1% | $19,030-72.3% |