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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 | $156,828 | $175,259-10.5% | $149,723+4.7% | $139,487+12.4% |
| Participation rate | 20.8% | 83.4%-62.6pp | 78.8%-57.9pp | 80.3%-59.5pp |
| Annual return | 15.14% | 166.82%-151.7pp | 134.50%-119.4pp | 373.84%-358.7pp |
| Employer contribution / active EE | $863 | $5,478-84.3% | $4,821-82.1% | $4,755-81.9% |
| Participant deferral / active EE | $2,924 | $6,522-55.2% | $5,682-48.5% | $6,713-56.4% |
| Admin fee / account holder | $1,405 | $16,158-91.3% | $13,215-89.4% | $11,407-87.7% |