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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 | $178,962 | $176,120+1.6% | $159,487+12.2% | $167,553+6.8% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 21.53% | 331.95%-310.4pp | 263.71%-242.2pp | 478.89%-457.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $11,139 | $7,752+43.7% | $7,354+51.5% | $6,343+75.6% |
| Admin fee / account holder | $9,710 | $12,561-22.7% | $10,804-10.1% | $12,316-21.2% |