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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 | $147,573 | $213,785-31.0% | $185,441-20.4% | $155,188-4.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 12.63% | 19.97%-7.3pp | 20.16%-7.5pp | 148.84%-136.2pp |
| Employer contribution / active EE | $1,069 | $5,393-80.2% | $4,672-77.1% | $4,248-74.8% |
| Participant deferral / active EE | $8,349 | $6,864+21.6% | $6,152+35.7% | $6,531+27.8% |
| Admin fee / account holder | $1,047 | $21,134-95.0% | $17,890-94.1% | $14,480-92.8% |