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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 | $118,370 | $162,136-27.0% | $152,301-22.3% | $154,746-23.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 18.26% | 91.02%-72.8pp | 80.50%-62.2pp | 172.34%-154.1pp |
| Employer contribution / active EE | $799 | $4,890-83.7% | $4,624-82.7% | $4,379-81.8% |
| Participant deferral / active EE | $6,534 | $8,341-21.7% | $8,004-18.4% | $6,730-2.9% |
| Admin fee / account holder | $1,225 | $15,759-92.2% | $14,398-91.5% | $14,365-91.5% |