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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 | $155,067 | $181,062-14.4% | $158,223-2.0% | $155,188-0.1% |
| Participation rate | 37.5% | 82.7%-45.2pp | 79.2%-41.7pp | 80.8%-43.3pp |
| Annual return | 14.72% | 57.39%-42.7pp | 52.09%-37.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $536 | $4,565-88.3% | $4,109-87.0% | $4,248-87.4% |
| Participant deferral / active EE | $3,420 | $6,134-44.2% | $5,467-37.4% | $6,531-47.6% |
| Admin fee / account holder | $17,000 | $18,825-9.7% | $16,047+5.9% | $14,480+17.4% |