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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 | $204,357 | $196,972+3.7% | $182,262+12.1% | $198,609+2.9% |
| Participation rate | 33.3% | 85.7%-52.4pp | 84.2%-50.9pp | 82.4%-49.0pp |
| Annual return | 15.74% | 158.27%-142.5pp | 140.60%-124.9pp | 202.70%-187.0pp |
| Employer contribution / active EE | $1,264 | $5,364-76.4% | $5,046-74.9% | $5,055-75.0% |
| Participant deferral / active EE | $4,838 | $8,643-44.0% | $8,276-41.5% | $6,977-30.7% |
| Admin fee / account holder | $2,939 | $18,429-84.1% | $16,712-82.4% | $19,030-84.6% |