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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 | $148,552 | $178,174-16.6% | $156,181-4.9% | $137,256+8.2% |
| Participation rate | 13.3% | 82.0%-68.7pp | 78.8%-65.5pp | 80.0%-66.6pp |
| Annual return | 19.67% | 84.19%-64.5pp | 64.87%-45.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $721 | $4,972-85.5% | $4,294-83.2% | $4,156-82.6% |
| Participant deferral / active EE | $3,067 | $6,888-55.5% | $6,132-50.0% | $6,407-52.1% |
| Admin fee / account holder | $1,392 | $17,404-92.0% | $14,586-90.5% | $12,270-88.7% |