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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 | $160,873 | $160,028+0.5% | $147,080+9.4% | $145,884+10.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 21.36% | 98.60%-77.2pp | 420.17%-398.8pp | 551.85%-530.5pp |
| Employer contribution / active EE | $756 | $5,286-85.7% | $4,933-84.7% | $4,662-83.8% |
| Participant deferral / active EE | $4,236 | $8,422-49.7% | $8,066-47.5% | $6,690-36.7% |
| Admin fee / account holder | $1,712 | $15,030-88.6% | $12,989-86.8% | $13,392-87.2% |