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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 | $171,323 | $196,972-13.0% | $182,262-6.0% | $198,609-13.7% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 17.63% | 158.27%-140.6pp | 140.60%-123.0pp | 202.70%-185.1pp |
| Employer contribution / active EE | $782 | $5,364-85.4% | $5,046-84.5% | $5,055-84.5% |
| Participant deferral / active EE | $14,000 | $8,643+62.0% | $8,276+69.2% | $6,977+100.7% |
| Admin fee / account holder | $1,440 | $18,429-92.2% | $16,712-91.4% | $19,030-92.4% |