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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 | $143,065 | $154,228-7.2% | $145,433-1.6% | $137,256+4.2% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 16.79% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $470 | $4,804-90.2% | $4,554-89.7% | $4,156-88.7% |
| Participant deferral / active EE | $2,422 | $8,216-70.5% | $7,897-69.3% | $6,407-62.2% |
| Admin fee / account holder | $19,905 | $14,344+38.8% | $13,129+51.6% | $12,270+62.2% |