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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 | $158,541 | $174,379-9.1% | $152,093+4.2% | $138,895+14.1% |
| Participation rate | 54.5% | 81.6%-27.1pp | 77.8%-23.2pp | 79.9%-25.4pp |
| Annual return | 11.37% | 74.86%-63.5pp | 66.36%-55.0pp | 145.39%-134.0pp |
| Employer contribution / active EE | $824 | $4,652-82.3% | $4,175-80.3% | $4,194-80.4% |
| Participant deferral / active EE | $4,102 | $6,159-33.4% | $5,451-24.7% | $6,396-35.9% |
| Admin fee / account holder | $13,832 | $16,880-18.1% | $14,497-4.6% | $12,562+10.1% |