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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 | $129,556 | $103,392+25.3% | $87,104+48.7% | $152,897-15.3% |
| Participation rate | 38.5% | 79.4%-40.9pp | 76.9%-38.4pp | 82.5%-44.0pp |
| Annual return | 19.15% | 28.10%-8.9pp | 28.19%-9.0pp | 345.43%-326.3pp |
| Employer contribution / active EE | $605 | $3,221-81.2% | $2,521-76.0% | $4,764-87.3% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,242 | $12,194-65.2% | $7,491-43.4% | $11,599-63.4% |