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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 | $134,708 | $150,435-10.5% | $120,580+11.7% | $145,897-7.7% |
| Participation rate | 58.3% | 78.8%-20.5pp | 72.0%-13.6pp | 80.3%-22.0pp |
| Annual return | 19.07% | 154.60%-135.5pp | 107.48%-88.4pp | 552.29%-533.2pp |
| Employer contribution / active EE | $794 | $4,352-81.8% | $3,469-77.1% | $4,663-83.0% |
| Participant deferral / active EE | $7,070 | $6,174+14.5% | $4,995+41.5% | $6,689+5.7% |
| Admin fee / account holder | $9,265 | $12,182-23.9% | $9,418-1.6% | $13,390-30.8% |