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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 | $124,910 | $156,398-20.1% | $147,318-15.2% | $138,895-10.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 13.01% | 78.75%-65.7pp | 70.43%-57.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $415 | $4,853-91.4% | $4,593-91.0% | $4,194-90.1% |
| Participant deferral / active EE | $4,512 | $8,237-45.2% | $7,906-42.9% | $6,396-29.5% |
| Admin fee / account holder | $28,773 | $14,976+92.1% | $13,708+109.9% | $12,562+129.0% |