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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 | $144,915 | $135,956+6.6% | $123,894+17.0% | $273,972-47.1% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 8.37% | 56.63%-48.3pp | 47.52%-39.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $593 | $5,170-88.5% | $4,617-87.2% | $4,869-87.8% |
| Participant deferral / active EE | $3,000 | $6,343-52.7% | $5,984-49.9% | $5,287-43.3% |
| Admin fee / account holder | $1,347 | $9,817-86.3% | $8,357-83.9% | $10,133-86.7% |