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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 | $172,380 | $232,540-25.9% | $185,117-6.9% | $147,586+16.8% |
| Participation rate | 28.6% | 82.4%-53.8pp | 77.3%-48.7pp | 82.8%-54.3pp |
| Annual return | 21.10% | 43.03%-21.9pp | 40.50%-19.4pp | 578.59%-557.5pp |
| Employer contribution / active EE | $261 | $5,195-95.0% | $4,182-93.7% | $4,876-94.6% |
| Participant deferral / active EE | $6,328 | $5,834+8.5% | $5,045+25.4% | $5,439+16.3% |
| Admin fee / account holder | $1,638 | $10,275-84.1% | $8,159-79.9% | $10,886-85.0% |