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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 | $150,959 | $185,312-18.5% | $161,489-6.5% | $154,746-2.4% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 13.47% | 103.84%-90.4pp | 89.72%-76.2pp | 172.34%-158.9pp |
| Employer contribution / active EE | $475 | $4,769-90.0% | $4,268-88.9% | $4,379-89.1% |
| Participant deferral / active EE | $5,875 | $6,350-7.5% | $5,630+4.4% | $6,730-12.7% |
| Admin fee / account holder | $3,038 | $18,654-83.7% | $16,006-81.0% | $14,365-78.9% |