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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 | $154,735 | $172,111-10.1% | $150,298+3.0% | $137,256+12.7% |
| Participation rate | 12.5% | 81.7%-69.2pp | 77.8%-65.3pp | 80.0%-67.5pp |
| Annual return | 21.98% | 69.37%-47.4pp | 62.79%-40.8pp | 220.34%-198.4pp |
| Employer contribution / active EE | $422 | $4,636-90.9% | $4,154-89.8% | $4,156-89.8% |
| Participant deferral / active EE | $2,938 | $6,166-52.4% | $5,453-46.1% | $6,407-54.2% |
| Admin fee / account holder | $1,000 | $16,471-93.9% | $14,116-92.9% | $12,270-91.9% |