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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 | $210,555 | $162,821+29.3% | $133,978+57.2% | $158,982+32.4% |
| Participation rate | 64.7% | 83.2%-18.5pp | 79.8%-15.1pp | 82.0%-17.3pp |
| Annual return | 31.18% | 41.95%-10.8pp | 45.10%-13.9pp | 302.99%-271.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,198 | $5,910-12.1% | $5,047+3.0% | $5,983-13.1% |
| Admin fee / account holder | $584 | $11,742-95.0% | $8,930-93.5% | $11,252-94.8% |