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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 | $123,637 | $183,516-32.6% | $155,534-20.5% | $145,884-15.2% |
| Participation rate | 35.7% | 82.7%-47.0pp | 78.2%-42.5pp | 80.3%-44.6pp |
| Annual return | 9.34% | 61.43%-52.1pp | 64.92%-55.6pp | 551.85%-542.5pp |
| Employer contribution / active EE | $720 | $5,315-86.5% | $4,675-84.6% | $4,662-84.6% |
| Participant deferral / active EE | $2,543 | $6,467-60.7% | $5,630-54.8% | $6,690-62.0% |
| Admin fee / account holder | $18,545 | $19,293-3.9% | $15,900+16.6% | $13,392+38.5% |