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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 | $185,312-16.1% | $161,489-3.8% | $154,746+0.4% |
| Participation rate | 53.3% | 82.5%-29.1pp | 78.7%-25.4pp | 80.7%-27.4pp |
| Annual return | 21.08% | 103.84%-82.8pp | 89.72%-68.6pp | 172.34%-151.3pp |
| Employer contribution / active EE | $609 | $4,769-87.2% | $4,268-85.7% | $4,379-86.1% |
| Participant deferral / active EE | $4,435 | $6,350-30.2% | $5,630-21.2% | $6,730-34.1% |
| Admin fee / account holder | $1,866 | $18,654-90.0% | $16,006-88.3% | $14,365-87.0% |