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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 | $126,257 | $110,379+14.4% | $102,412+23.3% | $145,884-13.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 16.77% | 24.84%-8.1pp | 24.94%-8.2pp | 551.85%-535.1pp |
| Employer contribution / active EE | $656 | $4,216-84.5% | $3,870-83.1% | $4,662-85.9% |
| Participant deferral / active EE | $9,476 | $5,622+68.6% | $5,060+87.3% | $6,690+41.6% |
| Admin fee / account holder | $889 | $9,745-90.9% | $8,388-89.4% | $13,392-93.4% |