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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 | $151,621 | $160,040-5.3% | $147,096+3.1% | $145,877+3.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 17.35% | 98.49%-81.1pp | 419.75%-402.4pp | 551.28%-533.9pp |
| Employer contribution / active EE | $45 | $5,289-99.1% | $4,936-99.1% | $4,663-99.0% |
| Participant deferral / active EE | $6,634 | $8,429-21.3% | $8,071-17.8% | $6,691-0.8% |
| Admin fee / account holder | $2,004 | $15,050-86.7% | $13,005-84.6% | $13,402-85.0% |