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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 | $149,559 | $147,556+1.4% | $129,031+15.9% | $198,609-24.7% |
| Participation rate | 18.2% | 77.2%-59.1pp | 73.4%-55.2pp | 82.4%-64.2pp |
| Annual return | 19.71% | 37.41%-17.7pp | 34.67%-15.0pp | 202.70%-183.0pp |
| Employer contribution / active EE | $280 | $3,645-92.3% | $3,226-91.3% | $5,055-94.5% |
| Participant deferral / active EE | $4,273 | $5,760-25.8% | $5,217-18.1% | $6,977-38.8% |
| Admin fee / account holder | $1,137 | $15,467-92.7% | $13,208-91.4% | $19,030-94.0% |