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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 | $126,889 | $407,956-68.9% | $299,830-57.7% | $198,609-36.1% |
| Participation rate | 60.0% | 83.3%-23.3pp | 78.5%-18.5pp | 82.4%-22.4pp |
| Annual return | 8.38% | 6.66%+1.7pp | 10.58%-2.2pp | 202.70%-194.3pp |
| Employer contribution / active EE | $1,608 | $7,661-79.0% | $5,842-72.5% | $5,055-68.2% |
| Participant deferral / active EE | $3,682 | $8,628-57.3% | $7,038-47.7% | $6,977-47.2% |
| Admin fee / account holder | $8,826 | $73,031-87.9% | $50,982-82.7% | $19,030-53.6% |