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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 | $165,122 | $172,111-4.1% | $150,298+9.9% | $137,256+20.3% |
| Participation rate | 8.3% | 81.7%-73.4pp | 77.8%-69.4pp | 80.0%-71.6pp |
| Annual return | 15.24% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $267 | $4,636-94.2% | $4,154-93.6% | $4,156-93.6% |
| Participant deferral / active EE | $2,000 | $6,166-67.6% | $5,453-63.3% | $6,407-68.8% |
| Admin fee / account holder | $790 | $16,471-95.2% | $14,116-94.4% | $12,270-93.6% |