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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 | $135,090 | $172,111-21.5% | $150,298-10.1% | $137,256-1.6% |
| Participation rate | 23.8% | 81.7%-57.9pp | 77.8%-54.0pp | 80.0%-56.2pp |
| Annual return | 15.71% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $564 | $4,636-87.8% | $4,154-86.4% | $4,156-86.4% |
| Participant deferral / active EE | $3,579 | $6,166-42.0% | $5,453-34.4% | $6,407-44.1% |
| Admin fee / account holder | $30,273 | $16,471+83.8% | $14,116+114.5% | $12,270+146.7% |