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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 | $174,379-11.1% | $152,093+2.0% | $138,895+11.6% |
| Participation rate | 37.5% | 81.6%-44.1pp | 77.8%-40.3pp | 79.9%-42.4pp |
| Annual return | 14.72% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $536 | $4,652-88.5% | $4,175-87.2% | $4,194-87.2% |
| Participant deferral / active EE | $3,420 | $6,159-44.5% | $5,451-37.3% | $6,396-46.5% |
| Admin fee / account holder | $17,000 | $16,880+0.7% | $14,497+17.3% | $12,562+35.3% |