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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 | $135,050 | $154,228-12.4% | $145,433-7.1% | $137,256-1.6% |
| Participation rate | 68.4% | 83.8%-15.4pp | 82.1%-13.7pp | 80.0%-11.5pp |
| Annual return | 13.56% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $55 | $4,804-98.9% | $4,554-98.8% | $4,156-98.7% |
| Participant deferral / active EE | $4,570 | $8,216-44.4% | $7,897-42.1% | $6,407-28.7% |
| Admin fee / account holder | $26,359 | $14,344+83.8% | $13,129+100.8% | $12,270+114.8% |