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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 | $167,687 | $129,737+29.3% | $119,126+40.8% | $154,746+8.4% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 19.96% | 379.08%-359.1pp | 282.11%-262.1pp | 172.34%-152.4pp |
| Employer contribution / active EE | $921 | $4,375-78.9% | $4,034-77.2% | $4,379-79.0% |
| Participant deferral / active EE | $6,674 | $5,842+14.2% | $5,318+25.5% | $6,730-0.8% |
| Admin fee / account holder | $1,649 | $11,961-86.2% | $10,693-84.6% | $14,365-88.5% |