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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 | $145,069 | $148,629-2.4% | $135,982+6.7% | $139,487+4.0% |
| Participation rate | 16.7% | 83.9%-67.2pp | 81.9%-65.3pp | 80.3%-63.7pp |
| Annual return | 12.87% | 79.33%-66.5pp | 68.32%-55.5pp | 373.84%-361.0pp |
| Employer contribution / active EE | $310 | $5,247-94.1% | $4,859-93.6% | $4,755-93.5% |
| Participant deferral / active EE | $3,750 | $8,102-53.7% | $7,760-51.7% | $6,713-44.1% |
| Admin fee / account holder | $1,008 | $12,406-91.9% | $10,767-90.6% | $11,407-91.2% |