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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 | $172,111-11.0% | $150,298+1.9% | $137,256+11.6% |
| Participation rate | 15.8% | 81.7%-65.9pp | 77.8%-62.0pp | 80.0%-64.2pp |
| Annual return | 24.03% | 69.37%-45.3pp | 62.79%-38.8pp | 220.34%-196.3pp |
| Employer contribution / active EE | $328 | $4,636-92.9% | $4,154-92.1% | $4,156-92.1% |
| Participant deferral / active EE | $2,749 | $6,166-55.4% | $5,453-49.6% | $6,407-57.1% |
| Admin fee / account holder | $891 | $16,471-94.6% | $14,116-93.7% | $12,270-92.7% |