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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 | $147,503 | $172,111-14.3% | $150,298-1.9% | $137,256+7.5% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 19.47% | 69.37%-49.9pp | 62.79%-43.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $341 | $4,636-92.6% | $4,154-91.8% | $4,156-91.8% |
| Participant deferral / active EE | $5,295 | $6,166-14.1% | $5,453-2.9% | $6,407-17.3% |
| Admin fee / account holder | $5,278 | $16,471-68.0% | $14,116-62.6% | $12,270-57.0% |