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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 | $148,194 | $183,539-19.3% | $155,556-4.7% | $145,897+1.6% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 9.96% | 61.31%-51.3pp | 64.84%-54.9pp | 552.29%-542.3pp |
| Employer contribution / active EE | $546 | $5,315-89.7% | $4,675-88.3% | $4,663-88.3% |
| Participant deferral / active EE | $5,241 | $6,467-19.0% | $5,631-6.9% | $6,689-21.6% |
| Admin fee / account holder | $1,794 | $19,275-90.7% | $15,885-88.7% | $13,390-86.6% |