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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 | $125,165 | $181,062-30.9% | $158,223-20.9% | $155,188-19.3% |
| Participation rate | 41.7% | 82.7%-41.0pp | 79.2%-37.5pp | 80.8%-39.1pp |
| Annual return | 13.49% | 57.39%-43.9pp | 52.09%-38.6pp | 148.84%-135.4pp |
| Employer contribution / active EE | $878 | $4,565-80.8% | $4,109-78.6% | $4,248-79.3% |
| Participant deferral / active EE | $4,588 | $6,134-25.2% | $5,467-16.1% | $6,531-29.8% |
| Admin fee / account holder | $12,441 | $18,825-33.9% | $16,047-22.5% | $14,480-14.1% |