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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 | $133,426 | $162,136-17.7% | $152,301-12.4% | $154,746-13.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 15.40% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $599 | $4,890-87.8% | $4,624-87.1% | $4,379-86.3% |
| Participant deferral / active EE | $7,109 | $8,341-14.8% | $8,004-11.2% | $6,730+5.6% |
| Admin fee / account holder | $19,249 | $15,759+22.1% | $14,398+33.7% | $14,365+34.0% |