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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 | $114,002 | $157,276-27.5% | $141,177-19.2% | $152,885-25.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 21.74% | 64.33%-42.6pp | 71.40%-49.7pp | 345.39%-323.6pp |
| Employer contribution / active EE | $607 | $5,262-88.5% | $4,736-87.2% | $4,763-87.3% |
| Participant deferral / active EE | $3,956 | $7,110-44.4% | $6,710-41.0% | $5,851-32.4% |
| Admin fee / account holder | $12,029 | $12,123-0.8% | $10,263+17.2% | $11,598+3.7% |