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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 | $129,065 | $110,337+17.0% | $102,383+26.1% | $145,877-11.5% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 9.10% | 24.83%-15.7pp | 24.94%-15.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $361 | $4,216-91.4% | $3,870-90.7% | $4,663-92.3% |
| Participant deferral / active EE | $3,950 | $5,621-29.7% | $5,060-21.9% | $6,691-41.0% |
| Admin fee / account holder | $5,756 | $9,750-41.0% | $8,391-31.4% | $13,402-57.1% |