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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 | $120,514 | $154,228-21.9% | $145,433-17.1% | $137,256-12.2% |
| Participation rate | 30.4% | 83.8%-53.4pp | 82.1%-51.7pp | 80.0%-49.5pp |
| Annual return | 17.02% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $810 | $4,804-83.1% | $4,554-82.2% | $4,156-80.5% |
| Participant deferral / active EE | $3,294 | $8,216-59.9% | $7,897-58.3% | $6,407-48.6% |
| Admin fee / account holder | $1,961 | $14,344-86.3% | $13,129-85.1% | $12,270-84.0% |