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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 | $155,555-21.1% | $146,866-16.4% | $155,188-20.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 15.41% | 115.41%-100.0pp | 102.85%-87.4pp | 148.84%-133.4pp |
| Employer contribution / active EE | $741 | $4,647-84.1% | $4,425-83.3% | $4,248-82.6% |
| Participant deferral / active EE | $3,650 | $8,044-54.6% | $7,759-53.0% | $6,531-44.1% |
| Admin fee / account holder | $2,031 | $14,755-86.2% | $13,620-85.1% | $14,480-86.0% |