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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 | $133,676 | $118,488+12.8% | $98,462+35.8% | $139,487-4.2% |
| Participation rate | 59.1% | 77.5%-18.4pp | 75.2%-16.1pp | 80.3%-21.2pp |
| Annual return | 12.19% | 18.96%-6.8pp | 21.17%-9.0pp | 373.84%-361.7pp |
| Employer contribution / active EE | $390 | $3,611-89.2% | $3,049-87.2% | $4,755-91.8% |
| Participant deferral / active EE | $1,934 | $5,393-64.1% | $4,738-59.2% | $6,713-71.2% |
| Admin fee / account holder | $5,007 | $13,868-63.9% | $8,875-43.6% | $11,407-56.1% |