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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 | $118,471 | $161,352-26.6% | $134,172-11.7% | $137,256-13.7% |
| Participation rate | 20.0% | 78.3%-58.3pp | 72.5%-52.5pp | 80.0%-60.0pp |
| Annual return | 16.78% | 28.72%-11.9pp | 25.30%-8.5pp | 220.34%-203.6pp |
| Employer contribution / active EE | $252 | $4,099-93.9% | $3,420-92.6% | $4,156-93.9% |
| Participant deferral / active EE | $2,880 | $5,552-48.1% | $4,690-38.6% | $6,407-55.0% |
| Admin fee / account holder | $1,061 | $15,028-92.9% | $12,016-91.2% | $12,270-91.4% |