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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 | $168,554 | $209,422-19.5% | $178,503-5.6% | $158,982+6.0% |
| Participation rate | 26.1% | 86.4%-60.3pp | 81.9%-55.8pp | 82.0%-55.9pp |
| Annual return | 8.61% | 188.81%-180.2pp | 151.12%-142.5pp | 302.99%-294.4pp |
| Employer contribution / active EE | $551 | $5,707-90.4% | $5,011-89.0% | $4,763-88.4% |
| Participant deferral / active EE | $2,606 | $5,955-56.2% | $5,202-49.9% | $5,983-56.5% |
| Admin fee / account holder | $14,902 | $17,079-12.7% | $13,987+6.5% | $11,252+32.4% |