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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 | $176,647 | $183,539-3.8% | $155,556+13.6% | $145,897+21.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.98% | 61.31%-48.3pp | 64.84%-51.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $657 | $5,315-87.6% | $4,675-85.9% | $4,663-85.9% |
| Participant deferral / active EE | $3,466 | $6,467-46.4% | $5,631-38.5% | $6,689-48.2% |
| Admin fee / account holder | $34,921 | $19,275+81.2% | $15,885+119.8% | $13,390+160.8% |