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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 | $110,379+35.2% | $102,412+45.7% | $145,884+2.3% |
| Participation rate | 15.4% | 77.9%-62.5pp | 74.5%-59.1pp | 80.3%-64.9pp |
| Annual return | 13.03% | 24.84%-11.8pp | 24.94%-11.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $800 | $4,216-81.0% | $3,870-79.3% | $4,662-82.8% |
| Participant deferral / active EE | $4,692 | $5,622-16.5% | $5,060-7.3% | $6,690-29.9% |
| Admin fee / account holder | $364 | $9,745-96.3% | $8,388-95.7% | $13,392-97.3% |