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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 | $152,790 | $183,516-16.7% | $155,534-1.8% | $145,884+4.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.79% | 61.43%-47.6pp | 64.92%-51.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $840 | $5,315-84.2% | $4,675-82.0% | $4,662-82.0% |
| Participant deferral / active EE | $5,852 | $6,467-9.5% | $5,630+3.9% | $6,690-12.5% |
| Admin fee / account holder | $4,911 | $19,293-74.5% | $15,900-69.1% | $13,392-63.3% |