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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 | $108,759 | $154,228-29.5% | $145,433-25.2% | $137,256-20.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 18.70% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $770 | $4,804-84.0% | $4,554-83.1% | $4,156-81.5% |
| Participant deferral / active EE | $5,760 | $8,216-29.9% | $7,897-27.1% | $6,407-10.1% |
| Admin fee / account holder | $7,752 | $14,344-46.0% | $13,129-41.0% | $12,270-36.8% |