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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 | $156,686 | $129,737+20.8% | $119,126+31.5% | $154,746+1.3% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 14.70% | 379.08%-364.4pp | 282.11%-267.4pp | 172.34%-157.6pp |
| Employer contribution / active EE | $362 | $4,375-91.7% | $4,034-91.0% | $4,379-91.7% |
| Participant deferral / active EE | $3,203 | $5,842-45.2% | $5,318-39.8% | $6,730-52.4% |
| Admin fee / account holder | $4,313 | $11,961-63.9% | $10,693-59.7% | $14,365-70.0% |