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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 | $150,203 | $175,259-14.3% | $149,723+0.3% | $139,487+7.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 14.64% | 166.82%-152.2pp | 134.50%-119.9pp | 373.84%-359.2pp |
| Employer contribution / active EE | $849 | $5,478-84.5% | $4,821-82.4% | $4,755-82.2% |
| Participant deferral / active EE | $2,800 | $6,522-57.1% | $5,682-50.7% | $6,713-58.3% |
| Admin fee / account holder | $14,717 | $16,158-8.9% | $13,215+11.4% | $11,407+29.0% |