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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 | $122,897 | $175,259-29.9% | $149,723-17.9% | $139,487-11.9% |
| Participation rate | 57.1% | 83.4%-26.3pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 14.20% | 166.82%-152.6pp | 134.50%-120.3pp | 373.84%-359.6pp |
| Employer contribution / active EE | $756 | $5,478-86.2% | $4,821-84.3% | $4,755-84.1% |
| Participant deferral / active EE | $6,778 | $6,522+3.9% | $5,682+19.3% | $6,713+1.0% |
| Admin fee / account holder | $7,458 | $16,158-53.8% | $13,215-43.6% | $11,407-34.6% |