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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 | $135,862 | $124,351+9.3% | $109,188+24.4% | $167,553-18.9% |
| Participation rate | 44.4% | 79.4%-35.0pp | 75.9%-31.4pp | 82.1%-37.7pp |
| Annual return | 11.66% | 26.04%-14.4pp | 25.76%-14.1pp | 478.89%-467.2pp |
| Employer contribution / active EE | $776 | $4,210-81.6% | $3,723-79.2% | $4,840-84.0% |
| Participant deferral / active EE | $2,582 | $5,257-50.9% | $4,654-44.5% | $6,343-59.3% |
| Admin fee / account holder | $10,827 | $7,975+35.8% | $6,755+60.3% | $12,316-12.1% |