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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 | $124,482 | $123,793+0.6% | $177,840-30.0% | $79,852+55.9% |
| Participation rate | 64.5% | 84.7%-20.1pp | 87.7%-23.2pp | 69.6%-5.1pp |
| Annual return | 15648.05% | 22.82%+15625.2pp | 48.32%+15599.7pp | 31.72%+15616.3pp |
| Employer contribution / active EE | $935 | $4,095-77.2% | $5,919-84.2% | $2,471-62.1% |
| Participant deferral / active EE | $3,300 | $5,956-44.6% | $7,714-57.2% | $3,740-11.8% |
| Admin fee / account holder | $385 | $7,243-94.7% | $12,431-96.9% | $5,306-92.7% |