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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 | $138,433 | $117,846+17.5% | $102,434+35.1% | $145,884-5.1% |
| Participation rate | 25.0% | 78.6%-53.6pp | 76.5%-51.5pp | 80.3%-55.3pp |
| Annual return | 15.53% | 31.90%-16.4pp | 29.46%-13.9pp | 551.85%-536.3pp |
| Employer contribution / active EE | $736 | $3,615-79.6% | $3,023-75.6% | $4,662-84.2% |
| Participant deferral / active EE | $4,859 | $5,733-15.3% | $5,055-3.9% | $6,690-27.4% |
| Admin fee / account holder | $13,951 | $13,356+4.5% | $9,462+47.4% | $13,392+4.2% |