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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 | $212,386-22.6% | $199,883-17.8% | $138,895+18.3% |
| Participation rate | 65.0% | 87.4%-22.4pp | 86.8%-21.8pp | 79.9%-14.9pp |
| Annual return | 13.86% | 47.75%-33.9pp | 43.81%-30.0pp | 145.39%-131.5pp |
| Employer contribution / active EE | $1,139 | $6,625-82.8% | $6,261-81.8% | $4,194-72.8% |
| Participant deferral / active EE | $4,556 | $9,617-52.6% | $9,138-50.1% | $6,396-28.8% |
| Admin fee / account holder | $2,256 | $18,233-87.6% | $17,268-86.9% | $12,562-82.0% |