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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 | $111,629 | $196,972-43.3% | $182,262-38.8% | $198,609-43.8% |
| Participation rate | 39.1% | 85.7%-46.6pp | 84.2%-45.1pp | 82.4%-43.2pp |
| Annual return | 18.62% | 158.27%-139.7pp | 140.60%-122.0pp | 202.70%-184.1pp |
| Employer contribution / active EE | $1,317 | $5,364-75.5% | $5,046-73.9% | $5,055-74.0% |
| Participant deferral / active EE | $8,712 | $8,643+0.8% | $8,276+5.3% | $6,977+24.9% |
| Admin fee / account holder | $10,427 | $18,429-43.4% | $16,712-37.6% | $19,030-45.2% |