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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 | $151,108 | $183,516-17.7% | $155,534-2.8% | $145,884+3.6% |
| Participation rate | 45.5% | 82.7%-37.3pp | 78.2%-32.8pp | 80.3%-34.8pp |
| Annual return | 11.83% | 61.43%-49.6pp | 64.92%-53.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $91 | $5,315-98.3% | $4,675-98.1% | $4,662-98.1% |
| Participant deferral / active EE | $1,909 | $6,467-70.5% | $5,630-66.1% | $6,690-71.5% |
| Admin fee / account holder | $1,734 | $19,293-91.0% | $15,900-89.1% | $13,392-87.1% |