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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 | $153,120 | $185,312-17.4% | $161,489-5.2% | $154,746-1.1% |
| Participation rate | 15.8% | 82.5%-66.7pp | 78.7%-62.9pp | 80.7%-64.9pp |
| Annual return | 24.03% | 103.84%-79.8pp | 89.72%-65.7pp | 172.34%-148.3pp |
| Employer contribution / active EE | $328 | $4,769-93.1% | $4,268-92.3% | $4,379-92.5% |
| Participant deferral / active EE | $2,749 | $6,350-56.7% | $5,630-51.2% | $6,730-59.2% |
| Admin fee / account holder | $891 | $18,654-95.2% | $16,006-94.4% | $14,365-93.8% |