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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 | $185,597 | $197,637-6.1% | $177,848+4.4% | $158,982+16.7% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 14.18% | 58.77%-44.6pp | 48.33%-34.1pp | 302.99%-288.8pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,968 | $8,405-5.2% | $7,714+3.3% | $5,983+33.2% |
| Admin fee / account holder | $609 | $15,406-96.0% | $12,431-95.1% | $11,252-94.6% |