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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 | $150,745 | $154,228-2.3% | $145,433+3.7% | $137,256+9.8% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 13.82% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $448 | $4,804-90.7% | $4,554-90.2% | $4,156-89.2% |
| Participant deferral / active EE | $4,032 | $8,216-50.9% | $7,897-48.9% | $6,407-37.1% |
| Admin fee / account holder | $2,355 | $14,344-83.6% | $13,129-82.1% | $12,270-80.8% |