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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 | $146,716 | $166,089-11.7% | $164,928-11.0% | $145,978+0.5% |
| Participation rate | 59.1% | 82.0%-22.9pp | 78.6%-19.5pp | 80.3%-21.2pp |
| Annual return | 15.36% | 100.26%-84.9pp | 70.08%-54.7pp | 550.52%-535.2pp |
| Employer contribution / active EE | $567 | $5,276-89.3% | $4,343-86.9% | $4,662-87.8% |
| Participant deferral / active EE | $4,604 | $6,961-33.9% | $6,034-23.7% | $6,690-31.2% |
| Admin fee / account holder | $6,999 | $16,641-57.9% | $12,684-44.8% | $13,400-47.8% |