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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 | $175,256 | $177,353-1.2% | $158,226+10.8% | $198,609-11.8% |
| Participation rate | 18.2% | 77.0%-58.8pp | 74.8%-56.6pp | 82.4%-64.2pp |
| Annual return | 16.98% | 599.50%-582.5pp | 501.41%-484.4pp | 202.70%-185.7pp |
| Employer contribution / active EE | $421 | $3,239-87.0% | $2,986-85.9% | $5,055-91.7% |
| Participant deferral / active EE | $5,147 | $4,615+11.5% | $4,317+19.2% | $6,977-26.2% |
| Admin fee / account holder | $1,744 | $10,960-84.1% | $10,217-82.9% | $19,030-90.8% |