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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 | $132,649 | $212,386-37.5% | $199,883-33.6% | $138,895-4.5% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.8%-26.8pp | 79.9%-19.9pp |
| Annual return | 17.33% | 47.75%-30.4pp | 43.81%-26.5pp | 145.39%-128.1pp |
| Employer contribution / active EE | $591 | $6,625-91.1% | $6,261-90.6% | $4,194-85.9% |
| Participant deferral / active EE | $3,035 | $9,617-68.4% | $9,138-66.8% | $6,396-52.6% |
| Admin fee / account holder | $24,009 | $18,233+31.7% | $17,268+39.0% | $12,562+91.1% |