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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 | $140,224 | $106,280+31.9% | $96,538+45.3% | $139,487+0.5% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 17.74% | 38.48%-20.7pp | 35.74%-18.0pp | 373.84%-356.1pp |
| Employer contribution / active EE | $662 | $4,107-83.9% | $3,740-82.3% | $4,755-86.1% |
| Participant deferral / active EE | $5,919 | $5,457+8.5% | $4,880+21.3% | $6,713-11.8% |
| Admin fee / account holder | $1,194 | $7,888-84.9% | $6,737-82.3% | $11,407-89.5% |