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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 | $132,621 | $106,280+24.8% | $96,538+37.4% | $139,487-4.9% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 0.00% | 38.48%-38.5pp | 35.74%-35.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $431 | $4,107-89.5% | $3,740-88.5% | $4,755-90.9% |
| Participant deferral / active EE | $6,058 | $5,457+11.0% | $4,880+24.1% | $6,713-9.8% |
| Admin fee / account holder | $1,267 | $7,888-83.9% | $6,737-81.2% | $11,407-88.9% |