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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 | $142,354-6.5% | $125,529+6.0% | $155,188-14.3% |
| Participation rate | 62.5% | 78.1%-15.6pp | 74.7%-12.2pp | 80.8%-18.3pp |
| Annual return | 12.58% | 306.06%-293.5pp | 202.56%-190.0pp | 148.84%-136.3pp |
| Employer contribution / active EE | $439 | $3,501-87.5% | $3,058-85.6% | $4,248-89.7% |
| Participant deferral / active EE | $2,205 | $5,491-59.8% | $4,813-54.2% | $6,531-66.2% |
| Admin fee / account holder | $16,142 | $19,392-16.8% | $16,298-1.0% | $14,480+11.5% |