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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 | $133,217 | $183,516-27.4% | $155,534-14.3% | $145,884-8.7% |
| Participation rate | 53.3% | 82.7%-29.4pp | 78.2%-24.9pp | 80.3%-27.0pp |
| Annual return | 10.51% | 61.43%-50.9pp | 64.92%-54.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $463 | $5,315-91.3% | $4,675-90.1% | $4,662-90.1% |
| Participant deferral / active EE | $6,289 | $6,467-2.8% | $5,630+11.7% | $6,690-6.0% |
| Admin fee / account holder | $11,424 | $19,293-40.8% | $15,900-28.2% | $13,392-14.7% |