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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 | $155,590 | $142,430+9.2% | $115,170+35.1% | $152,897+1.8% |
| Participation rate | 31.6% | 82.4%-50.8pp | 75.9%-44.3pp | 82.5%-50.9pp |
| Annual return | 18.22% | 41.48%-23.3pp | 35.60%-17.4pp | 345.43%-327.2pp |
| Employer contribution / active EE | $606 | $4,011-84.9% | $3,179-80.9% | $4,764-87.3% |
| Participant deferral / active EE | $2,578 | $5,165-50.1% | $4,169-38.2% | $5,851-55.9% |
| Admin fee / account holder | $1,655 | $8,464-80.4% | $7,089-76.7% | $11,599-85.7% |