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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 | $161,838 | $166,131-2.6% | $164,975-1.9% | $145,877+10.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 13.94% | 100.37%-86.4pp | 70.12%-56.2pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,040 | $5,276-80.3% | $4,343-76.1% | $4,663-77.7% |
| Participant deferral / active EE | $20,333 | $6,962+192.1% | $6,033+237.0% | $6,691+203.9% |
| Admin fee / account holder | $582 | $16,648-96.5% | $12,688-95.4% | $13,402-95.7% |