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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 | $178,628 | $176,786+1.0% | $146,643+21.8% | $167,536+6.6% |
| Participation rate | 33.3% | 83.6%-50.3pp | 80.1%-46.7pp | 82.1%-48.8pp |
| Annual return | 11.87% | 24.04%-12.2pp | 22.75%-10.9pp | 478.82%-466.9pp |
| Employer contribution / active EE | $900 | $5,161-82.6% | $4,137-78.2% | $4,839-81.4% |
| Participant deferral / active EE | $3,601 | $6,440-44.1% | $5,506-34.6% | $6,342-43.2% |
| Admin fee / account holder | $1,715 | $13,262-87.1% | $10,280-83.3% | $12,315-86.1% |