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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 | $142,325 | $157,304-9.5% | $141,197+0.8% | $152,909-6.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.78% | 64.34%-40.6pp | 71.41%-47.6pp | 345.46%-321.7pp |
| Employer contribution / active EE | $339 | $5,263-93.6% | $4,736-92.8% | $4,764-92.9% |
| Participant deferral / active EE | $9,207 | $7,111+29.5% | $6,710+37.2% | $5,851+57.3% |
| Admin fee / account holder | $5,303 | $12,126-56.3% | $10,265-48.3% | $11,601-54.3% |