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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 | $128,292 | $162,821-21.2% | $133,978-4.2% | $158,982-19.3% |
| Participation rate | 69.6% | 83.2%-13.7pp | 79.8%-10.3pp | 82.0%-12.4pp |
| Annual return | 25.06% | 41.95%-16.9pp | 45.10%-20.0pp | 302.99%-277.9pp |
| Employer contribution / active EE | $733 | $4,976-85.3% | $3,919-81.3% | $4,763-84.6% |
| Participant deferral / active EE | $3,832 | $5,910-35.2% | $5,047-24.1% | $5,983-36.0% |
| Admin fee / account holder | $15,105 | $11,742+28.6% | $8,930+69.1% | $11,252+34.2% |