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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 | $164,253 | $202,342-18.8% | $172,752-4.9% | $152,897+7.4% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 26.49% | 1029.83%-1003.3pp | 802.97%-776.5pp | 345.43%-318.9pp |
| Employer contribution / active EE | $993 | $5,858-83.1% | $5,144-80.7% | $4,764-79.2% |
| Participant deferral / active EE | $6,019 | $5,948+1.2% | $5,198+15.8% | $5,851+2.9% |
| Admin fee / account holder | $645 | $17,111-96.2% | $13,955-95.4% | $11,599-94.4% |