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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 | $157,616 | $199,109-20.8% | $173,730-9.3% | $154,746+1.9% |
| Participation rate | 64.7% | 82.8%-18.1pp | 79.6%-14.9pp | 80.7%-16.0pp |
| Annual return | 15.34% | 20.02%-4.7pp | 19.96%-4.6pp | 172.34%-157.0pp |
| Employer contribution / active EE | $792 | $5,311-85.1% | $4,577-82.7% | $4,379-81.9% |
| Participant deferral / active EE | $7,918 | $7,113+11.3% | $6,326+25.2% | $6,730+17.6% |
| Admin fee / account holder | $18,417 | $20,916-11.9% | $17,523+5.1% | $14,365+28.2% |