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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 | $154,294 | $129,737+18.9% | $119,126+29.5% | $154,746-0.3% |
| Participation rate | 45.5% | 78.9%-33.4pp | 75.8%-30.3pp | 80.7%-35.2pp |
| Annual return | 9.96% | 379.08%-369.1pp | 282.11%-272.2pp | 172.34%-162.4pp |
| Employer contribution / active EE | $222 | $4,375-94.9% | $4,034-94.5% | $4,379-94.9% |
| Participant deferral / active EE | $2,287 | $5,842-60.9% | $5,318-57.0% | $6,730-66.0% |
| Admin fee / account holder | $20,003 | $11,961+67.2% | $10,693+87.1% | $14,365+39.2% |