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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 | $178,174-16.0% | $156,181-4.2% | $137,256+9.1% |
| Participation rate | 65.2% | 82.0%-16.8pp | 78.8%-13.6pp | 80.0%-14.7pp |
| Annual return | 11.72% | 84.19%-72.5pp | 64.87%-53.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $200 | $4,972-96.0% | $4,294-95.3% | $4,156-95.2% |
| Participant deferral / active EE | $3,067 | $6,888-55.5% | $6,132-50.0% | $6,407-52.1% |
| Admin fee / account holder | $19,928 | $17,404+14.5% | $14,586+36.6% | $12,270+62.4% |