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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 | $181,062-16.6% | $158,223-4.6% | $155,188-2.7% |
| Participation rate | 25.0% | 82.7%-57.7pp | 79.2%-54.2pp | 80.8%-55.8pp |
| Annual return | 13.47% | 57.39%-43.9pp | 52.09%-38.6pp | 148.84%-135.4pp |
| Employer contribution / active EE | $475 | $4,565-89.6% | $4,109-88.4% | $4,248-88.8% |
| Participant deferral / active EE | $5,875 | $6,134-4.2% | $5,467+7.5% | $6,531-10.0% |
| Admin fee / account holder | $3,038 | $18,825-83.9% | $16,047-81.1% | $14,480-79.0% |