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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 | $124,595 | $112,729+10.5% | $98,716+26.2% | $137,256-9.2% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 15.87% | 38.48%-22.6pp | 31.81%-15.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $400 | $2,725-85.3% | $2,279-82.5% | $4,156-90.4% |
| Participant deferral / active EE | $9,224 | $4,640+98.8% | $4,048+127.9% | $6,407+44.0% |
| Admin fee / account holder | $827 | $10,129-91.8% | $8,703-90.5% | $12,270-93.3% |