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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 | $227,291-42.0% | $214,702-38.6% | $155,188-15.1% |
| Participation rate | 33.3% | 88.0%-54.6pp | 87.5%-54.1pp | 80.8%-47.5pp |
| Annual return | 17.38% | 60.08%-42.7pp | 54.55%-37.2pp | 148.84%-131.5pp |
| Employer contribution / active EE | $268 | $6,772-96.0% | $6,461-95.8% | $4,248-93.7% |
| Participant deferral / active EE | $7,000 | $9,582-26.9% | $9,147-23.5% | $6,531+7.2% |
| Admin fee / account holder | $1,389 | $20,413-93.2% | $19,830-93.0% | $14,480-90.4% |