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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 | $209,336-36.6% | $197,124-32.7% | $137,256-3.4% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 17.33% | 48.09%-30.8pp | 44.34%-27.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $591 | $6,591-91.0% | $6,227-90.5% | $4,156-85.8% |
| Participant deferral / active EE | $3,035 | $9,614-68.4% | $9,135-66.8% | $6,407-52.6% |
| Admin fee / account holder | $24,009 | $17,308+38.7% | $16,298+47.3% | $12,270+95.7% |