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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 | $137,225 | $211,224-35.0% | $178,505-23.1% | $145,897-5.9% |
| Participation rate | 61.5% | 80.8%-19.3pp | 77.1%-15.6pp | 80.3%-18.8pp |
| Annual return | 13.11% | 30.28%-17.2pp | 27.16%-14.0pp | 552.29%-539.2pp |
| Employer contribution / active EE | $395 | $4,577-91.4% | $3,955-90.0% | $4,663-91.5% |
| Participant deferral / active EE | $4,603 | $6,966-33.9% | $6,280-26.7% | $6,689-31.2% |
| Admin fee / account holder | $5,530 | $12,109-54.3% | $10,428-47.0% | $13,390-58.7% |