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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 | $185,312-10.9% | $161,489+2.2% | $154,746+6.7% |
| Participation rate | 8.3% | 82.5%-74.1pp | 78.7%-70.4pp | 80.7%-72.4pp |
| Annual return | 15.24% | 103.84%-88.6pp | 89.72%-74.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $267 | $4,769-94.4% | $4,268-93.8% | $4,379-93.9% |
| Participant deferral / active EE | $2,000 | $6,350-68.5% | $5,630-64.5% | $6,730-70.3% |
| Admin fee / account holder | $790 | $18,654-95.8% | $16,006-95.1% | $14,365-94.5% |