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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 | $164,340 | $227,291-27.7% | $214,702-23.5% | $155,188+5.9% |
| Participation rate | 65.0% | 88.0%-23.0pp | 87.5%-22.5pp | 80.8%-15.8pp |
| Annual return | 13.86% | 60.08%-46.2pp | 54.55%-40.7pp | 148.84%-135.0pp |
| Employer contribution / active EE | $1,139 | $6,772-83.2% | $6,461-82.4% | $4,248-73.2% |
| Participant deferral / active EE | $4,556 | $9,582-52.4% | $9,147-50.2% | $6,531-30.2% |
| Admin fee / account holder | $2,256 | $20,413-88.9% | $19,830-88.6% | $14,480-84.4% |