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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 | $174,379-11.3% | $152,093+1.7% | $138,895+11.4% |
| Participation rate | 12.5% | 81.6%-69.1pp | 77.8%-65.3pp | 79.9%-67.4pp |
| Annual return | 21.98% | 74.86%-52.9pp | 66.36%-44.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $422 | $4,652-90.9% | $4,175-89.9% | $4,194-89.9% |
| Participant deferral / active EE | $2,938 | $6,159-52.3% | $5,451-46.1% | $6,396-54.1% |
| Admin fee / account holder | $1,000 | $16,880-94.1% | $14,497-93.1% | $12,562-92.0% |