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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 | $114,499 | $172,111-33.5% | $150,298-23.8% | $137,256-16.6% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 15.98% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $218 | $4,636-95.3% | $4,154-94.8% | $4,156-94.8% |
| Participant deferral / active EE | $6,089 | $6,166-1.2% | $5,453+11.7% | $6,407-5.0% |
| Admin fee / account holder | $2,165 | $16,471-86.9% | $14,116-84.7% | $12,270-82.4% |