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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 | $138,826 | $157,304-11.7% | $141,197-1.7% | $152,909-9.2% |
| Participation rate | 35.0% | 84.8%-49.8pp | 82.5%-47.5pp | 82.5%-47.5pp |
| Annual return | 23.41% | 64.34%-40.9pp | 71.41%-48.0pp | 345.46%-322.1pp |
| Employer contribution / active EE | $904 | $5,263-82.8% | $4,736-80.9% | $4,764-81.0% |
| Participant deferral / active EE | $2,424 | $7,111-65.9% | $6,710-63.9% | $5,851-58.6% |
| Admin fee / account holder | $9,722 | $12,126-19.8% | $10,265-5.3% | $11,601-16.2% |