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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 | $114,301 | $178,174-35.8% | $156,181-26.8% | $137,256-16.7% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.8%-41.3pp | 80.0%-42.5pp |
| Annual return | 13.25% | 84.19%-70.9pp | 64.87%-51.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,019 | $4,972-79.5% | $4,294-76.3% | $4,156-75.5% |
| Participant deferral / active EE | $3,403 | $6,888-50.6% | $6,132-44.5% | $6,407-46.9% |
| Admin fee / account holder | $18,096 | $17,404+4.0% | $14,586+24.1% | $12,270+47.5% |