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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 | $133,033 | $139,948-4.9% | $121,663+9.3% | $154,746-14.0% |
| Participation rate | 62.5% | 78.0%-15.5pp | 74.5%-12.0pp | 80.7%-18.2pp |
| Annual return | 12.58% | 230.52%-217.9pp | 147.54%-135.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $439 | $3,521-87.5% | $3,020-85.5% | $4,379-90.0% |
| Participant deferral / active EE | $2,205 | $5,629-60.8% | $4,887-54.9% | $6,730-67.2% |
| Admin fee / account holder | $16,142 | $17,321-6.8% | $14,289+13.0% | $14,365+12.4% |