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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 | $131,535 | $183,627-28.4% | $155,602-15.5% | $145,978-9.9% |
| Participation rate | 20.8% | 82.7%-61.9pp | 78.2%-57.4pp | 80.3%-59.5pp |
| Annual return | 11.10% | 61.32%-50.2pp | 64.81%-53.7pp | 550.52%-539.4pp |
| Employer contribution / active EE | $458 | $5,316-91.4% | $4,675-90.2% | $4,662-90.2% |
| Participant deferral / active EE | $2,198 | $6,466-66.0% | $5,629-61.0% | $6,690-67.1% |
| Admin fee / account holder | $35,181 | $19,327+82.0% | $15,923+120.9% | $13,400+162.5% |