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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 | $143,695 | $150,346-4.4% | $120,524+19.2% | $145,877-1.5% |
| Participation rate | 36.4% | 78.8%-42.4pp | 71.9%-35.6pp | 80.3%-43.9pp |
| Annual return | 10.10% | 154.40%-144.3pp | 107.36%-97.3pp | 551.28%-541.2pp |
| Employer contribution / active EE | $739 | $4,353-83.0% | $3,469-78.7% | $4,663-84.2% |
| Participant deferral / active EE | $4,366 | $6,172-29.3% | $4,994-12.6% | $6,691-34.7% |
| Admin fee / account holder | $1,562 | $12,215-87.2% | $9,440-83.5% | $13,402-88.3% |