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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 | $122,806 | $154,228-20.4% | $145,433-15.6% | $137,256-10.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.41% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $741 | $4,804-84.6% | $4,554-83.7% | $4,156-82.2% |
| Participant deferral / active EE | $3,650 | $8,216-55.6% | $7,897-53.8% | $6,407-43.0% |
| Admin fee / account holder | $2,031 | $14,344-85.8% | $13,129-84.5% | $12,270-83.5% |