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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 | $137,390 | $125,190+9.7% | $105,624+30.1% | $145,897-5.8% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 11.57% | 225.22%-213.6pp | 116.20%-104.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $695 | $3,720-81.3% | $3,168-78.1% | $4,663-85.1% |
| Participant deferral / active EE | $4,598 | $5,716-19.6% | $5,013-8.3% | $6,689-31.3% |
| Admin fee / account holder | $19,199 | $17,138+12.0% | $10,961+75.1% | $13,390+43.4% |