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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 | $133,294 | $101,618+31.2% | $93,063+43.2% | $137,256-2.9% |
| Participation rate | 56.3% | 74.9%-18.7pp | 72.1%-15.9pp | 80.0%-23.7pp |
| Annual return | 13.67% | 223.95%-210.3pp | 34.15%-20.5pp | 220.34%-206.7pp |
| Employer contribution / active EE | $165 | $2,707-93.9% | $2,476-93.3% | $4,156-96.0% |
| Participant deferral / active EE | $1,654 | $4,279-61.4% | $3,958-58.2% | $6,407-74.2% |
| Admin fee / account holder | $1,000 | $6,198-83.9% | $6,033-83.4% | $12,270-91.9% |