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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 | $164,984 | $165,381-0.2% | $149,730+10.2% | $158,966+3.8% |
| Participation rate | 15.4% | 84.6%-69.2pp | 82.5%-67.1pp | 82.0%-66.6pp |
| Annual return | 12.52% | 348.29%-335.8pp | 276.70%-264.2pp | 302.95%-290.4pp |
| Employer contribution / active EE | $499 | $5,104-90.2% | $4,645-89.3% | $4,762-89.5% |
| Participant deferral / active EE | $3,000 | $7,182-58.2% | $6,843-56.2% | $5,983-49.9% |
| Admin fee / account holder | $751 | $10,809-93.1% | $9,310-91.9% | $11,250-93.3% |