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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 | $141,232 | $160,040-11.8% | $147,096-4.0% | $145,877-3.2% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 23.85% | 98.49%-74.6pp | 419.75%-395.9pp | 551.28%-527.4pp |
| Employer contribution / active EE | $652 | $5,289-87.7% | $4,936-86.8% | $4,663-86.0% |
| Participant deferral / active EE | $7,710 | $8,429-8.5% | $8,071-4.5% | $6,691+15.2% |
| Admin fee / account holder | $13,393 | $15,050-11.0% | $13,005+3.0% | $13,402-0.1% |