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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 | $118,457 | $183,627-35.5% | $155,602-23.9% | $145,978-18.9% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 13.86% | 61.32%-47.5pp | 64.81%-51.0pp | 550.52%-536.7pp |
| Employer contribution / active EE | $919 | $5,316-82.7% | $4,675-80.4% | $4,662-80.3% |
| Participant deferral / active EE | $2,946 | $6,466-54.4% | $5,629-47.7% | $6,690-56.0% |
| Admin fee / account holder | $1,826 | $19,327-90.6% | $15,923-88.5% | $13,400-86.4% |