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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 | $119,035 | $197,603-39.8% | $177,827-33.1% | $158,950-25.1% |
| Participation rate | 42.9% | 88.5%-45.7pp | 87.7%-44.9pp | 82.0%-39.1pp |
| Annual return | 12.80% | 58.76%-46.0pp | 48.32%-35.5pp | 302.91%-290.1pp |
| Employer contribution / active EE | $1,122 | $6,698-83.2% | $5,918-81.0% | $4,762-76.4% |
| Participant deferral / active EE | $3,850 | $8,404-54.2% | $7,713-50.1% | $5,983-35.7% |
| Admin fee / account holder | $1,853 | $15,402-88.0% | $12,429-85.1% | $11,248-83.5% |