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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 | $142,885 | $178,174-19.8% | $156,181-8.5% | $137,256+4.1% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.8%-14.1pp | 80.0%-15.3pp |
| Annual return | 13.59% | 84.19%-70.6pp | 64.87%-51.3pp | 220.34%-206.7pp |
| Employer contribution / active EE | $584 | $4,972-88.2% | $4,294-86.4% | $4,156-85.9% |
| Participant deferral / active EE | $2,783 | $6,888-59.6% | $6,132-54.6% | $6,407-56.6% |
| Admin fee / account holder | $11,783 | $17,404-32.3% | $14,586-19.2% | $12,270-4.0% |