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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 | $153,206 | $174,379-12.1% | $152,093+0.7% | $138,895+10.3% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 19.29% | 74.86%-55.6pp | 66.36%-47.1pp | 145.39%-126.1pp |
| Employer contribution / active EE | $758 | $4,652-83.7% | $4,175-81.8% | $4,194-81.9% |
| Participant deferral / active EE | $7,833 | $6,159+27.2% | $5,451+43.7% | $6,396+22.5% |
| Admin fee / account holder | $703 | $16,880-95.8% | $14,497-95.2% | $12,562-94.4% |