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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 | $129,132 | $156,398-17.4% | $147,318-12.3% | $138,895-7.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.32% | 78.75%-61.4pp | 70.43%-53.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $854 | $4,853-82.4% | $4,593-81.4% | $4,194-79.6% |
| Participant deferral / active EE | $7,520 | $8,237-8.7% | $7,906-4.9% | $6,396+17.6% |
| Admin fee / account holder | $629 | $14,976-95.8% | $13,708-95.4% | $12,562-95.0% |