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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 | $141,002 | $157,296-10.4% | $141,191-0.1% | $152,897-7.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 22.46% | 64.34%-41.9pp | 71.41%-48.9pp | 345.43%-323.0pp |
| Employer contribution / active EE | $664 | $5,262-87.4% | $4,736-86.0% | $4,764-86.1% |
| Participant deferral / active EE | $6,250 | $7,111-12.1% | $6,710-6.9% | $5,851+6.8% |
| Admin fee / account holder | $11,180 | $12,125-7.8% | $10,264+8.9% | $11,599-3.6% |