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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 | $155,409 | $174,379-10.9% | $152,093+2.2% | $138,895+11.9% |
| Participation rate | 53.3% | 81.6%-28.3pp | 77.8%-24.4pp | 79.9%-26.6pp |
| Annual return | 21.08% | 74.86%-53.8pp | 66.36%-45.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $609 | $4,652-86.9% | $4,175-85.4% | $4,194-85.5% |
| Participant deferral / active EE | $4,435 | $6,159-28.0% | $5,451-18.7% | $6,396-30.7% |
| Admin fee / account holder | $1,866 | $16,880-88.9% | $14,497-87.1% | $12,562-85.1% |