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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 | $132,956 | $124,330+6.9% | $109,173+21.8% | $167,536-20.6% |
| Participation rate | 68.4% | 79.5%-11.0pp | 75.9%-7.5pp | 82.1%-13.7pp |
| Annual return | 29.02% | 26.04%+3.0pp | 25.75%+3.3pp | 478.82%-449.8pp |
| Employer contribution / active EE | $754 | $4,209-82.1% | $3,723-79.7% | $4,839-84.4% |
| Participant deferral / active EE | $4,017 | $5,256-23.6% | $4,654-13.7% | $6,342-36.7% |
| Admin fee / account holder | $4,544 | $7,974-43.0% | $6,755-32.7% | $12,315-63.1% |