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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 | $158,041 | $159,978-1.2% | $147,041+7.5% | $145,978+8.3% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 15.36% | 98.36%-83.0pp | 419.21%-403.9pp | 550.52%-535.2pp |
| Employer contribution / active EE | $827 | $5,288-84.4% | $4,935-83.2% | $4,662-82.3% |
| Participant deferral / active EE | $8,427 | $8,4290% | $8,071+4.4% | $6,690+26.0% |
| Admin fee / account holder | $2,295 | $15,053-84.8% | $13,006-82.4% | $13,400-82.9% |