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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 | $144,937 | $162,136-10.6% | $152,301-4.8% | $154,746-6.3% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 12.40% | 91.02%-78.6pp | 80.50%-68.1pp | 172.34%-159.9pp |
| Employer contribution / active EE | $852 | $4,890-82.6% | $4,624-81.6% | $4,379-80.5% |
| Participant deferral / active EE | $7,077 | $8,341-15.2% | $8,004-11.6% | $6,730+5.1% |
| Admin fee / account holder | $1,987 | $15,759-87.4% | $14,398-86.2% | $14,365-86.2% |