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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 | $127,461 | $178,174-28.5% | $156,181-18.4% | $137,256-7.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 14.53% | 84.19%-69.7pp | 64.87%-50.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $972 | $4,972-80.5% | $4,294-77.4% | $4,156-76.6% |
| Participant deferral / active EE | $12,408 | $6,888+80.1% | $6,132+102.3% | $6,407+93.7% |
| Admin fee / account holder | $14,284 | $17,404-17.9% | $14,586-2.1% | $12,270+16.4% |