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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 | $138,411 | $157,276-12.0% | $141,177-2.0% | $152,885-9.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 18.09% | 64.33%-46.2pp | 71.40%-53.3pp | 345.39%-327.3pp |
| Employer contribution / active EE | $578 | $5,262-89.0% | $4,736-87.8% | $4,763-87.9% |
| Participant deferral / active EE | $3,600 | $7,110-49.4% | $6,710-46.3% | $5,851-38.5% |
| Admin fee / account holder | $542 | $12,123-95.5% | $10,263-94.7% | $11,598-95.3% |