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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 | $133,522 | $129,737+2.9% | $119,126+12.1% | $154,746-13.7% |
| Participation rate | 25.0% | 78.9%-53.9pp | 75.8%-50.8pp | 80.7%-55.7pp |
| Annual return | 14.06% | 379.08%-365.0pp | 282.11%-268.0pp | 172.34%-158.3pp |
| Employer contribution / active EE | $742 | $4,375-83.0% | $4,034-81.6% | $4,379-83.1% |
| Participant deferral / active EE | $3,949 | $5,842-32.4% | $5,318-25.8% | $6,730-41.3% |
| Admin fee / account holder | $1,284 | $11,961-89.3% | $10,693-88.0% | $14,365-91.1% |