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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 | $209,336-37.0% | $197,124-33.1% | $137,256-4.0% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 17.38% | 48.09%-30.7pp | 44.34%-27.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $268 | $6,591-95.9% | $6,227-95.7% | $4,156-93.5% |
| Participant deferral / active EE | $7,000 | $9,614-27.2% | $9,135-23.4% | $6,407+9.3% |
| Admin fee / account holder | $1,389 | $17,308-92.0% | $16,298-91.5% | $12,270-88.7% |