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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 | $136,424 | $183,516-25.7% | $155,534-12.3% | $145,884-6.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.89% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $546 | $5,315-89.7% | $4,675-88.3% | $4,662-88.3% |
| Participant deferral / active EE | $2,767 | $6,467-57.2% | $5,630-50.9% | $6,690-58.6% |
| Admin fee / account holder | $2,806 | $19,293-85.5% | $15,900-82.4% | $13,392-79.0% |