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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 | $173,945 | $196,972-11.7% | $182,262-4.6% | $198,609-12.4% |
| Participation rate | 25.0% | 85.7%-60.7pp | 84.2%-59.2pp | 82.4%-57.4pp |
| Annual return | 12.36% | 158.27%-145.9pp | 140.60%-128.2pp | 202.70%-190.3pp |
| Employer contribution / active EE | $983 | $5,364-81.7% | $5,046-80.5% | $5,055-80.6% |
| Participant deferral / active EE | $3,975 | $8,643-54.0% | $8,276-52.0% | $6,977-43.0% |
| Admin fee / account holder | $2,440 | $18,429-86.8% | $16,712-85.4% | $19,030-87.2% |