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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 | $147,726 | $209,336-29.4% | $197,124-25.1% | $137,256+7.6% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 15.59% | 48.09%-32.5pp | 44.34%-28.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $634 | $6,591-90.4% | $6,227-89.8% | $4,156-84.7% |
| Participant deferral / active EE | $6,275 | $9,614-34.7% | $9,135-31.3% | $6,407-2.1% |
| Admin fee / account holder | $1,207 | $17,308-93.0% | $16,298-92.6% | $12,270-90.2% |