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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 | $199,109-24.8% | $173,730-13.8% | $154,746-3.3% |
| Participation rate | 65.2% | 82.8%-17.6pp | 79.6%-14.4pp | 80.7%-15.5pp |
| Annual return | 11.72% | 20.02%-8.3pp | 19.96%-8.2pp | 172.34%-160.6pp |
| Employer contribution / active EE | $200 | $5,311-96.2% | $4,577-95.6% | $4,379-95.4% |
| Participant deferral / active EE | $3,067 | $7,113-56.9% | $6,326-51.5% | $6,730-54.4% |
| Admin fee / account holder | $19,928 | $20,916-4.7% | $17,523+13.7% | $14,365+38.7% |