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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 | $129,584 | $202,440-36.0% | $169,390-23.5% | $139,466-7.1% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.2%-37.2pp | 80.3%-40.3pp |
| Annual return | 16.21% | 532.36%-516.2pp | 406.07%-389.9pp | 373.66%-357.4pp |
| Employer contribution / active EE | $503 | $4,693-89.3% | $4,013-87.5% | $4,754-89.4% |
| Participant deferral / active EE | $3,934 | $6,940-43.3% | $6,222-36.8% | $6,712-41.4% |
| Admin fee / account holder | $926 | $10,722-91.4% | $9,015-89.7% | $11,409-91.9% |