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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 | $178,590 | $227,399-21.5% | $189,758-5.9% | $198,609-10.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 18.91% | 61.03%-42.1pp | 52.62%-33.7pp | 202.70%-183.8pp |
| Employer contribution / active EE | $575 | $5,526-89.6% | $4,767-87.9% | $5,055-88.6% |
| Participant deferral / active EE | $8,333 | $6,837+21.9% | $5,856+42.3% | $6,977+19.4% |
| Admin fee / account holder | $1,175 | $25,162-95.3% | $20,388-94.2% | $19,030-93.8% |