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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 | $172,111-9.9% | $150,298+3.2% | $137,256+13.0% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 14.72% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $536 | $4,636-88.4% | $4,154-87.1% | $4,156-87.1% |
| Participant deferral / active EE | $3,420 | $6,166-44.5% | $5,453-37.3% | $6,407-46.6% |
| Admin fee / account holder | $17,000 | $16,471+3.2% | $14,116+20.4% | $12,270+38.5% |