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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 | $169,141 | $196,972-14.1% | $182,262-7.2% | $198,609-14.8% |
| Participation rate | 37.5% | 85.7%-48.2pp | 84.2%-46.7pp | 82.4%-44.9pp |
| Annual return | 12.23% | 158.27%-146.0pp | 140.60%-128.4pp | 202.70%-190.5pp |
| Employer contribution / active EE | $1,019 | $5,364-81.0% | $5,046-79.8% | $5,055-79.9% |
| Participant deferral / active EE | $7,748 | $8,643-10.4% | $8,276-6.4% | $6,977+11.1% |
| Admin fee / account holder | $532 | $18,429-97.1% | $16,712-96.8% | $19,030-97.2% |