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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 | $130,656 | $184,014-29.0% | $161,149-18.9% | $138,895-5.9% |
| Participation rate | 46.2% | 82.1%-35.9pp | 78.8%-32.7pp | 79.9%-33.8pp |
| Annual return | 14.55% | 21.52%-7.0pp | 21.16%-6.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $484 | $5,055-90.4% | $4,360-88.9% | $4,194-88.5% |
| Participant deferral / active EE | $5,224 | $6,909-24.4% | $6,153-15.1% | $6,396-18.3% |
| Admin fee / account holder | $21,594 | $18,027+19.8% | $15,194+42.1% | $12,562+71.9% |