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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 | $181,062-15.4% | $158,223-3.2% | $155,188-1.3% |
| Participation rate | 15.8% | 82.7%-66.9pp | 79.2%-63.4pp | 80.8%-65.0pp |
| Annual return | 24.03% | 57.39%-33.4pp | 52.09%-28.1pp | 148.84%-124.8pp |
| Employer contribution / active EE | $328 | $4,565-92.8% | $4,109-92.0% | $4,248-92.3% |
| Participant deferral / active EE | $2,749 | $6,134-55.2% | $5,467-49.7% | $6,531-57.9% |
| Admin fee / account holder | $891 | $18,825-95.3% | $16,047-94.4% | $14,480-93.8% |