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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 | $131,784 | $223,823-41.1% | $211,142-37.6% | $154,746-14.8% |
| Participation rate | 33.3% | 87.9%-54.5pp | 87.3%-54.0pp | 80.7%-47.4pp |
| Annual return | 17.38% | 50.39%-33.0pp | 46.84%-29.5pp | 172.34%-155.0pp |
| Employer contribution / active EE | $268 | $6,787-96.0% | $6,442-95.8% | $4,379-93.9% |
| Participant deferral / active EE | $7,000 | $9,750-28.2% | $9,284-24.6% | $6,730+4.0% |
| Admin fee / account holder | $1,389 | $19,707-93.0% | $19,076-92.7% | $14,365-90.3% |