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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 | $148,029 | $135,956+8.9% | $123,894+19.5% | $273,972-46.0% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 5.28% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $740 | $5,170-85.7% | $4,617-84.0% | $4,869-84.8% |
| Participant deferral / active EE | $2,775 | $6,343-56.2% | $5,984-53.6% | $5,287-47.5% |
| Admin fee / account holder | $1,151 | $9,817-88.3% | $8,357-86.2% | $10,133-88.6% |