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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 | $152,608 | $183,592-16.9% | $155,574-1.9% | $145,877+4.6% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 26.71% | 61.37%-34.7pp | 64.87%-38.2pp | 551.28%-524.6pp |
| Employer contribution / active EE | $776 | $5,317-85.4% | $4,676-83.4% | $4,663-83.4% |
| Participant deferral / active EE | $7,500 | $6,466+16.0% | $5,629+33.2% | $6,691+12.1% |
| Admin fee / account holder | $661 | $19,316-96.6% | $15,914-95.8% | $13,402-95.1% |