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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 | $156,126 | $183,516-14.9% | $155,534+0.4% | $145,884+7.0% |
| Participation rate | 26.3% | 82.7%-56.4pp | 78.2%-51.9pp | 80.3%-54.0pp |
| Annual return | 13.46% | 61.43%-48.0pp | 64.92%-51.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $376 | $5,315-92.9% | $4,675-92.0% | $4,662-91.9% |
| Participant deferral / active EE | $2,042 | $6,467-68.4% | $5,630-63.7% | $6,690-69.5% |
| Admin fee / account holder | $2,225 | $19,293-88.5% | $15,900-86.0% | $13,392-83.4% |