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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 | $129,762 | $165,381-21.5% | $149,730-13.3% | $158,966-18.4% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 19.88% | 348.29%-328.4pp | 276.70%-256.8pp | 302.95%-283.1pp |
| Employer contribution / active EE | $820 | $5,104-83.9% | $4,645-82.3% | $4,762-82.8% |
| Participant deferral / active EE | $4,612 | $7,182-35.8% | $6,843-32.6% | $5,983-22.9% |
| Admin fee / account holder | $1,417 | $10,809-86.9% | $9,310-84.8% | $11,250-87.4% |