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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 | $164,800 | $184,000-10.4% | $162,185+1.6% | $152,909+7.8% |
| Participation rate | 45.8% | 88.5%-42.7pp | 87.6%-41.7pp | 82.5%-36.6pp |
| Annual return | 23.82% | 150.80%-127.0pp | 115.61%-91.8pp | 345.46%-321.6pp |
| Employer contribution / active EE | $167 | $6,370-97.4% | $5,613-97.0% | $4,764-96.5% |
| Participant deferral / active EE | $4,131 | $8,033-48.6% | $7,297-43.4% | $5,851-29.4% |
| Admin fee / account holder | $6,144 | $13,124-53.2% | $10,844-43.3% | $11,601-47.0% |