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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 | $149,547 | $110,379+35.5% | $102,412+46.0% | $145,884+2.5% |
| Participation rate | 53.3% | 77.9%-24.6pp | 74.5%-21.2pp | 80.3%-27.0pp |
| Annual return | 13.31% | 24.84%-11.5pp | 24.94%-11.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $852 | $4,216-79.8% | $3,870-78.0% | $4,662-81.7% |
| Participant deferral / active EE | $5,088 | $5,622-9.5% | $5,060+0.5% | $6,690-23.9% |
| Admin fee / account holder | $1,086 | $9,745-88.9% | $8,388-87.0% | $13,392-91.9% |