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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 | $183,516-19.2% | $155,534-4.7% | $145,884+1.6% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 9.96% | 61.43%-51.5pp | 64.92%-55.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $546 | $5,315-89.7% | $4,675-88.3% | $4,662-88.3% |
| Participant deferral / active EE | $5,241 | $6,467-18.9% | $5,630-6.9% | $6,690-21.7% |
| Admin fee / account holder | $1,794 | $19,293-90.7% | $15,900-88.7% | $13,392-86.6% |