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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 | $128,890 | $166,089-22.4% | $164,928-21.9% | $145,978-11.7% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.6%-19.8pp | 80.3%-21.5pp |
| Annual return | 10.92% | 100.26%-89.3pp | 70.08%-59.2pp | 550.52%-539.6pp |
| Employer contribution / active EE | $323 | $5,276-93.9% | $4,343-92.6% | $4,662-93.1% |
| Participant deferral / active EE | $3,958 | $6,961-43.1% | $6,034-34.4% | $6,690-40.8% |
| Admin fee / account holder | $14,520 | $16,641-12.7% | $12,684+14.5% | $13,400+8.4% |