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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 | $170,765 | $176,105-3.0% | $159,474+7.1% | $167,536+1.9% |
| Participation rate | 44.4% | 85.0%-40.5pp | 82.8%-38.4pp | 82.1%-37.7pp |
| Annual return | 12.47% | 331.91%-319.4pp | 263.68%-251.2pp | 478.82%-466.3pp |
| Employer contribution / active EE | $894 | $5,299-83.1% | $4,831-81.5% | $4,839-81.5% |
| Participant deferral / active EE | $4,633 | $7,751-40.2% | $7,353-37.0% | $6,342-26.9% |
| Admin fee / account holder | $654 | $12,559-94.8% | $10,802-93.9% | $12,315-94.7% |