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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 | $147,726 | $223,823-34.0% | $211,142-30.0% | $154,746-4.5% |
| Participation rate | 33.3% | 87.9%-54.5pp | 87.3%-54.0pp | 80.7%-47.4pp |
| Annual return | 15.59% | 50.39%-34.8pp | 46.84%-31.2pp | 172.34%-156.7pp |
| Employer contribution / active EE | $634 | $6,787-90.7% | $6,442-90.2% | $4,379-85.5% |
| Participant deferral / active EE | $6,275 | $9,750-35.6% | $9,284-32.4% | $6,730-6.8% |
| Admin fee / account holder | $1,207 | $19,707-93.9% | $19,076-93.7% | $14,365-91.6% |