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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 | $149,680 | $254,759-41.2% | $216,567-30.9% | $198,609-24.6% |
| Participation rate | 65.2% | 84.5%-19.3pp | 81.6%-16.4pp | 82.4%-17.2pp |
| Annual return | 11.72% | 10.04%+1.7pp | 12.94%-1.2pp | 202.70%-191.0pp |
| Employer contribution / active EE | $200 | $6,096-96.7% | $5,216-96.2% | $5,055-96.0% |
| Participant deferral / active EE | $3,067 | $6,948-55.9% | $6,191-50.5% | $6,977-56.0% |
| Admin fee / account holder | $19,928 | $26,311-24.3% | $21,981-9.3% | $19,030+4.7% |