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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 | $197,193 | $275,752-28.5% | $256,809-23.2% | $198,609-0.7% |
| Participation rate | 63.6% | 89.2%-25.5pp | 88.5%-24.9pp | 82.4%-18.7pp |
| Annual return | 14.90% | 34.81%-19.9pp | 32.73%-17.8pp | 202.70%-187.8pp |
| Employer contribution / active EE | $1,225 | $7,721-84.1% | $7,263-83.1% | $5,055-75.8% |
| Participant deferral / active EE | $6,373 | $10,037-36.5% | $9,520-33.1% | $6,977-8.7% |
| Admin fee / account holder | $2,999 | $25,716-88.3% | $25,146-88.1% | $19,030-84.2% |