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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 | $144,533 | $157,304-8.1% | $141,197+2.4% | $152,909-5.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.92% | 64.34%-42.4pp | 71.41%-49.5pp | 345.46%-323.5pp |
| Employer contribution / active EE | $570 | $5,263-89.2% | $4,736-88.0% | $4,764-88.0% |
| Participant deferral / active EE | $13,382 | $7,111+88.2% | $6,710+99.4% | $5,851+128.7% |
| Admin fee / account holder | $10,558 | $12,126-12.9% | $10,265+2.9% | $11,601-9.0% |