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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 | $126,093 | $136,860-7.9% | $120,344+4.8% | $154,746-18.5% |
| Participation rate | 56.5% | 79.9%-23.4pp | 76.7%-20.2pp | 80.7%-24.2pp |
| Annual return | 11.43% | 21.38%-9.9pp | 20.30%-8.9pp | 172.34%-160.9pp |
| Employer contribution / active EE | $463 | $3,533-86.9% | $3,020-84.7% | $4,379-89.4% |
| Participant deferral / active EE | $2,892 | $5,793-50.1% | $5,135-43.7% | $6,730-57.0% |
| Admin fee / account holder | $21,524 | $15,393+39.8% | $12,742+68.9% | $14,365+49.8% |