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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 | $202,224 | $217,432-7.0% | $185,851+8.8% | $167,553+20.7% |
| Participation rate | 55.6% | 86.1%-30.5pp | 81.7%-26.2pp | 82.1%-26.6pp |
| Annual return | 16.62% | 148.43%-131.8pp | 122.11%-105.5pp | 478.89%-462.3pp |
| Employer contribution / active EE | $1,138 | $5,874-80.6% | $5,168-78.0% | $4,840-76.5% |
| Participant deferral / active EE | $5,505 | $6,357-13.4% | $5,569-1.1% | $6,343-13.2% |
| Admin fee / account holder | $938 | $19,820-95.3% | $16,245-94.2% | $12,316-92.4% |