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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 | $147,242 | $175,257-16.0% | $149,717-1.7% | $139,456+5.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 15.85% | 166.70%-150.9pp | 134.41%-118.6pp | 373.45%-357.6pp |
| Employer contribution / active EE | $825 | $5,477-84.9% | $4,820-82.9% | $4,753-82.6% |
| Participant deferral / active EE | $2,176 | $6,521-66.6% | $5,682-61.7% | $6,711-67.6% |
| Admin fee / account holder | $371 | $16,156-97.7% | $13,213-97.2% | $11,407-96.8% |