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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 | $152,889 | $183,516-16.7% | $155,534-1.7% | $145,884+4.8% |
| Participation rate | 11.1% | 82.7%-71.6pp | 78.2%-67.1pp | 80.3%-69.2pp |
| Annual return | 9.66% | 61.43%-51.8pp | 64.92%-55.3pp | 551.85%-542.2pp |
| Employer contribution / active EE | $63 | $5,315-98.8% | $4,675-98.6% | $4,662-98.6% |
| Participant deferral / active EE | $2,057 | $6,467-68.2% | $5,630-63.5% | $6,690-69.3% |
| Admin fee / account holder | $5,517 | $19,293-71.4% | $15,900-65.3% | $13,392-58.8% |