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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 | $139,206 | $167,415-16.8% | $140,514-0.9% | $198,609-29.9% |
| Participation rate | 40.0% | 80.9%-40.9pp | 77.8%-37.8pp | 82.4%-42.4pp |
| Annual return | 20.97% | 13.85%+7.1pp | 14.36%+6.6pp | 202.70%-181.7pp |
| Employer contribution / active EE | $804 | $4,088-80.3% | $3,378-76.2% | $5,055-84.1% |
| Participant deferral / active EE | $3,221 | $5,579-42.3% | $4,919-34.5% | $6,977-53.8% |
| Admin fee / account holder | $1,877 | $16,730-88.8% | $13,697-86.3% | $19,030-90.1% |