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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 | $121,165 | $174,379-30.5% | $152,093-20.3% | $138,895-12.8% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 12.24% | 74.86%-62.6pp | 66.36%-54.1pp | 145.39%-133.2pp |
| Employer contribution / active EE | $635 | $4,652-86.4% | $4,175-84.8% | $4,194-84.9% |
| Participant deferral / active EE | $2,326 | $6,159-62.2% | $5,451-57.3% | $6,396-63.6% |
| Admin fee / account holder | $5,519 | $16,880-67.3% | $14,497-61.9% | $12,562-56.1% |