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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 | $129,854 | $127,387+1.9% | $115,038+12.9% | $125,389+3.6% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 0.99% | 31.28%-30.3pp | 26.14%-25.1pp | 282.24%-281.2pp |
| Employer contribution / active EE | $482 | $5,166-90.7% | $4,608-89.5% | $4,866-90.1% |
| Participant deferral / active EE | $3,160 | $6,423-50.8% | $6,026-47.6% | $5,352-40.9% |
| Admin fee / account holder | $13,404 | $9,516+40.9% | $8,175+64.0% | $9,541+40.5% |