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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 | $120,413 | $227,399-47.0% | $189,758-36.5% | $198,609-39.4% |
| Participation rate | 45.5% | 84.0%-38.5pp | 79.8%-34.3pp | 82.4%-36.9pp |
| Annual return | 17.45% | 61.03%-43.6pp | 52.62%-35.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $1,275 | $5,526-76.9% | $4,767-73.3% | $5,055-74.8% |
| Participant deferral / active EE | $3,885 | $6,837-43.2% | $5,856-33.7% | $6,977-44.3% |
| Admin fee / account holder | $1,651 | $25,162-93.4% | $20,388-91.9% | $19,030-91.3% |