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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 | $135,626 | $157,296-13.8% | $141,191-3.9% | $152,897-11.3% |
| Participation rate | 52.6% | 84.8%-32.2pp | 82.5%-29.8pp | 82.5%-29.8pp |
| Annual return | 20.30% | 64.34%-44.0pp | 71.41%-51.1pp | 345.43%-325.1pp |
| Employer contribution / active EE | $894 | $5,262-83.0% | $4,736-81.1% | $4,764-81.2% |
| Participant deferral / active EE | $7,690 | $7,111+8.1% | $6,710+14.6% | $5,851+31.4% |
| Admin fee / account holder | $15,421 | $12,125+27.2% | $10,264+50.2% | $11,599+32.9% |