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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 | $133,893 | $124,425+7.6% | $112,040+19.5% | $137,256-2.4% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.5%-51.5pp | 80.0%-55.0pp |
| Annual return | 11.96% | 24.72%-12.8pp | 24.52%-12.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $771 | $3,411-77.4% | $2,954-73.9% | $4,156-81.5% |
| Participant deferral / active EE | $4,074 | $5,718-28.8% | $5,098-20.1% | $6,407-36.4% |
| Admin fee / account holder | $491 | $15,207-96.8% | $12,098-95.9% | $12,270-96.0% |