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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 | $158,556 | $111,535+42.2% | $105,223+50.7% | $137,256+15.5% |
| Participation rate | 42.1% | 78.1%-36.0pp | 75.0%-32.9pp | 80.0%-37.9pp |
| Annual return | 12.07% | 237.85%-225.8pp | 180.65%-168.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $361 | $3,939-90.8% | $3,689-90.2% | $4,156-91.3% |
| Participant deferral / active EE | $5,269 | $5,500-4.2% | $5,072+3.9% | $6,407-17.8% |
| Admin fee / account holder | $57,392 | $9,721+490.4% | $8,859+547.9% | $12,270+367.7% |