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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 | $147,227 | $223,823-34.2% | $211,142-30.3% | $154,746-4.9% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 26.65% | 50.39%-23.7pp | 46.84%-20.2pp | 172.34%-145.7pp |
| Employer contribution / active EE | $79 | $6,787-98.8% | $6,442-98.8% | $4,379-98.2% |
| Participant deferral / active EE | $30,057 | $9,750+208.3% | $9,284+223.8% | $6,730+346.6% |
| Admin fee / account holder | $52,603 | $19,707+166.9% | $19,076+175.8% | $14,365+266.2% |