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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 | $157,202 | $160,028-1.8% | $147,080+6.9% | $145,884+7.8% |
| Participation rate | 53.3% | 84.0%-30.7pp | 82.2%-28.8pp | 80.3%-27.0pp |
| Annual return | 14.98% | 98.60%-83.6pp | 420.17%-405.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $467 | $5,286-91.2% | $4,933-90.5% | $4,662-90.0% |
| Participant deferral / active EE | $5,461 | $8,422-35.2% | $8,066-32.3% | $6,690-18.4% |
| Admin fee / account holder | $30,045 | $15,030+99.9% | $12,989+131.3% | $13,392+124.4% |