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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 | $126,346 | $134,817-6.3% | $123,973+1.9% | $155,188-18.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 14.45% | 515.49%-501.0pp | 388.13%-373.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $692 | $4,425-84.4% | $4,126-83.2% | $4,248-83.7% |
| Participant deferral / active EE | $6,980 | $5,706+22.3% | $5,247+33.0% | $6,531+6.9% |
| Admin fee / account holder | $1,094 | $13,245-91.7% | $11,799-90.7% | $14,480-92.4% |