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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 | $146,740 | $155,555-5.7% | $146,866-0.1% | $155,188-5.4% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.5%-27.0pp | 80.8%-25.2pp |
| Annual return | 16.93% | 115.41%-98.5pp | 102.85%-85.9pp | 148.84%-131.9pp |
| Employer contribution / active EE | $267 | $4,647-94.3% | $4,425-94.0% | $4,248-93.7% |
| Participant deferral / active EE | $5,392 | $8,044-33.0% | $7,759-30.5% | $6,531-17.4% |
| Admin fee / account holder | $30,194 | $14,755+104.6% | $13,620+121.7% | $14,480+108.5% |