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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 | $144,032 | $110,337+30.5% | $102,383+40.7% | $145,877-1.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 18.46% | 24.83%-6.4pp | 24.94%-6.5pp | 551.28%-532.8pp |
| Employer contribution / active EE | $820 | $4,216-80.6% | $3,870-78.8% | $4,663-82.4% |
| Participant deferral / active EE | $7,391 | $5,621+31.5% | $5,060+46.1% | $6,691+10.5% |
| Admin fee / account holder | $1,495 | $9,750-84.7% | $8,391-82.2% | $13,402-88.8% |