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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 | $126,569 | $227,399-44.3% | $189,758-33.3% | $198,609-36.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 13.17% | 61.03%-47.9pp | 52.62%-39.4pp | 202.70%-189.5pp |
| Employer contribution / active EE | $1,467 | $5,526-73.5% | $4,767-69.2% | $5,055-71.0% |
| Participant deferral / active EE | $4,447 | $6,837-35.0% | $5,856-24.1% | $6,977-36.3% |
| Admin fee / account holder | $695 | $25,162-97.2% | $20,388-96.6% | $19,030-96.4% |