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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 | $136,720 | $88,672+54.2% | $105,223+29.9% | $82,448+65.8% |
| Participation rate | 65.2% | 67.9%-2.7pp | 75.0%-9.8pp | 68.1%-2.9pp |
| Annual return | 15.54% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $553 | $3,048-81.9% | $3,689-85.0% | $2,551-78.3% |
| Participant deferral / active EE | $2,129 | $4,036-47.2% | $5,072-58.0% | $4,139-48.6% |
| Admin fee / account holder | $5,080 | $7,146-28.9% | $8,859-42.7% | $7,234-29.8% |