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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 | $132,763 | $156,398-15.1% | $147,318-9.9% | $138,895-4.4% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 79.9%-15.6pp |
| Annual return | 18.49% | 78.75%-60.3pp | 70.43%-51.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $723 | $4,853-85.1% | $4,593-84.3% | $4,194-82.8% |
| Participant deferral / active EE | $6,974 | $8,237-15.3% | $7,906-11.8% | $6,396+9.0% |
| Admin fee / account holder | $17,653 | $14,976+17.9% | $13,708+28.8% | $12,562+40.5% |