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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 | $149,555 | $175,259-14.7% | $149,723-0.1% | $139,487+7.2% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 15.60% | 166.82%-151.2pp | 134.50%-118.9pp | 373.84%-358.2pp |
| Employer contribution / active EE | $435 | $5,478-92.1% | $4,821-91.0% | $4,755-90.9% |
| Participant deferral / active EE | $4,064 | $6,522-37.7% | $5,682-28.5% | $6,713-39.5% |
| Admin fee / account holder | $693 | $16,158-95.7% | $13,215-94.8% | $11,407-93.9% |