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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 | $151,696 | $157,296-3.6% | $141,191+7.4% | $152,897-0.8% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 19.77% | 64.34%-44.6pp | 71.41%-51.6pp | 345.43%-325.7pp |
| Employer contribution / active EE | $406 | $5,262-92.3% | $4,736-91.4% | $4,764-91.5% |
| Participant deferral / active EE | $5,599 | $7,111-21.3% | $6,710-16.6% | $5,851-4.3% |
| Admin fee / account holder | $10,776 | $12,125-11.1% | $10,264+5.0% | $11,599-7.1% |