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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 | $155,375 | $185,312-16.2% | $161,489-3.8% | $154,746+0.4% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.7%-50.1pp | 80.7%-52.1pp |
| Annual return | 15.17% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $980 | $4,769-79.4% | $4,268-77.0% | $4,379-77.6% |
| Participant deferral / active EE | $4,297 | $6,350-32.3% | $5,630-23.7% | $6,730-36.2% |
| Admin fee / account holder | $1,141 | $18,654-93.9% | $16,006-92.9% | $14,365-92.1% |