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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 | $139,817 | $129,737+7.8% | $119,126+17.4% | $154,746-9.6% |
| Participation rate | 23.1% | 78.9%-55.8pp | 75.8%-52.7pp | 80.7%-57.6pp |
| Annual return | 17.77% | 379.08%-361.3pp | 282.11%-264.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $851 | $4,375-80.6% | $4,034-78.9% | $4,379-80.6% |
| Participant deferral / active EE | $2,803 | $5,842-52.0% | $5,318-47.3% | $6,730-58.4% |
| Admin fee / account holder | $1,622 | $11,961-86.4% | $10,693-84.8% | $14,365-88.7% |