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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 | $126,639 | $124,346+1.8% | $111,308+13.8% | $167,536-24.4% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 27.26% | 37.45%-10.2pp | 54.67%-27.4pp | 478.82%-451.6pp |
| Employer contribution / active EE | $640 | $3,437-81.4% | $2,732-76.6% | $4,839-86.8% |
| Participant deferral / active EE | $5,947 | $5,182+14.8% | $4,487+32.5% | $6,342-6.2% |
| Admin fee / account holder | $1,779 | $10,621-83.3% | $7,965-77.7% | $12,315-85.6% |