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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 | $124,245 | $110,337+12.6% | $102,383+21.4% | $145,877-14.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.78% | 24.83%-13.1pp | 24.94%-13.2pp | 551.28%-539.5pp |
| Employer contribution / active EE | $524 | $4,216-87.6% | $3,870-86.5% | $4,663-88.8% |
| Participant deferral / active EE | $2,080 | $5,621-63.0% | $5,060-58.9% | $6,691-68.9% |
| Admin fee / account holder | $25,040 | $9,750+156.8% | $8,391+198.4% | $13,402+86.8% |