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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 | $138,068 | $181,062-23.7% | $158,223-12.7% | $155,188-11.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 32.66% | 57.39%-24.7pp | 52.09%-19.4pp | 148.84%-116.2pp |
| Employer contribution / active EE | $678 | $4,565-85.2% | $4,109-83.5% | $4,248-84.1% |
| Participant deferral / active EE | $7,810 | $6,134+27.3% | $5,467+42.9% | $6,531+19.6% |
| Admin fee / account holder | $1,486 | $18,825-92.1% | $16,047-90.7% | $14,480-89.7% |