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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 | $156,984 | $201,372-22.0% | $184,260-14.8% | $145,884+7.6% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 11.01% | 29.04%-18.0pp | 28.84%-17.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $642 | $7,024-90.9% | $6,427-90.0% | $4,662-86.2% |
| Participant deferral / active EE | $7,879 | $9,808-19.7% | $9,133-13.7% | $6,690+17.8% |
| Admin fee / account holder | $15,075 | $16,362-7.9% | $13,898+8.5% | $13,392+12.6% |