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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 | $163,938 | $183,516-10.7% | $155,534+5.4% | $145,884+12.4% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 15.93% | 61.43%-45.5pp | 64.92%-49.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $683 | $5,315-87.1% | $4,675-85.4% | $4,662-85.3% |
| Participant deferral / active EE | $4,287 | $6,467-33.7% | $5,630-23.9% | $6,690-35.9% |
| Admin fee / account holder | $652 | $19,293-96.6% | $15,900-95.9% | $13,392-95.1% |