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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 | $221,006 | $275,752-19.9% | $256,809-13.9% | $198,609+11.3% |
| Participation rate | 50.0% | 89.2%-39.2pp | 88.5%-38.5pp | 82.4%-32.4pp |
| Annual return | 13.73% | 34.81%-21.1pp | 32.73%-19.0pp | 202.70%-189.0pp |
| Employer contribution / active EE | $1,460 | $7,721-81.1% | $7,263-79.9% | $5,055-71.1% |
| Participant deferral / active EE | $11,484 | $10,037+14.4% | $9,520+20.6% | $6,977+64.6% |
| Admin fee / account holder | $222,109 | $25,716+763.7% | $25,146+783.3% | $19,030+1067.1% |