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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 | $149,188 | $111,814+33.4% | $103,374+44.3% | $145,959+2.2% |
| Participation rate | 15.4% | 77.9%-62.6pp | 74.5%-59.1pp | 80.3%-64.9pp |
| Annual return | 13.03% | 24.77%-11.7pp | 24.89%-11.9pp | 561.95%-548.9pp |
| Employer contribution / active EE | $800 | $4,214-81.0% | $3,869-79.3% | $4,661-82.8% |
| Participant deferral / active EE | $4,692 | $5,618-16.5% | $5,058-7.2% | $6,689-29.8% |
| Admin fee / account holder | $364 | $9,754-96.3% | $8,394-95.7% | $13,398-97.3% |