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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 | $133,988 | $154,228-13.1% | $145,433-7.9% | $137,256-2.4% |
| Participation rate | 10.0% | 83.8%-73.8pp | 82.1%-72.1pp | 80.0%-70.0pp |
| Annual return | 15.27% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $636 | $4,804-86.8% | $4,554-86.0% | $4,156-84.7% |
| Participant deferral / active EE | $5,450 | $8,216-33.7% | $7,897-31.0% | $6,407-14.9% |
| Admin fee / account holder | $31,428 | $14,344+119.1% | $13,129+139.4% | $12,270+156.1% |