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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 | $142,073 | $172,111-17.5% | $150,298-5.5% | $137,256+3.5% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 13.44% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $604 | $4,636-87.0% | $4,154-85.5% | $4,156-85.5% |
| Participant deferral / active EE | $6,409 | $6,166+3.9% | $5,453+17.5% | $6,4070% |
| Admin fee / account holder | $43,509 | $16,471+164.2% | $14,116+208.2% | $12,270+254.6% |