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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 | $129,769 | $239,571-45.8% | $183,328-29.2% | $137,256-5.5% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 80.0%-30.0pp |
| Annual return | 15.51% | 35.69%-20.2pp | 29.67%-14.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $636 | $6,148-89.7% | $5,055-87.4% | $4,156-84.7% |
| Participant deferral / active EE | $2,632 | $7,995-67.1% | $6,795-61.3% | $6,407-58.9% |
| Admin fee / account holder | $16,540 | $30,059-45.0% | $21,427-22.8% | $12,270+34.8% |