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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 | $119,716 | $157,296-23.9% | $141,191-15.2% | $152,897-21.7% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 15.49% | 64.34%-48.9pp | 71.41%-55.9pp | 345.43%-329.9pp |
| Employer contribution / active EE | $807 | $5,262-84.7% | $4,736-83.0% | $4,764-83.0% |
| Participant deferral / active EE | $4,673 | $7,111-34.3% | $6,710-30.4% | $5,851-20.1% |
| Admin fee / account holder | $10,232 | $12,125-15.6% | $10,264-0.3% | $11,599-11.8% |