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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 | $171,492-8.6% | $150,734+3.9% | $198,609-21.1% |
| Participation rate | 57.1% | 81.4%-24.3pp | 78.4%-21.3pp | 82.4%-25.2pp |
| Annual return | 14.70% | 804.70%-790.0pp | 600.81%-586.1pp | 202.70%-188.0pp |
| Employer contribution / active EE | $362 | $5,470-93.4% | $4,918-92.6% | $5,055-92.8% |
| Participant deferral / active EE | $3,203 | $6,259-48.8% | $5,610-42.9% | $6,977-54.1% |
| Admin fee / account holder | $4,313 | $17,628-75.5% | $14,905-71.1% | $19,030-77.3% |