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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 | $183,592-3.8% | $155,574+13.5% | $145,877+21.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.98% | 61.37%-48.4pp | 64.87%-51.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $657 | $5,317-87.6% | $4,676-85.9% | $4,663-85.9% |
| Participant deferral / active EE | $3,466 | $6,466-46.4% | $5,629-38.4% | $6,691-48.2% |
| Admin fee / account holder | $34,921 | $19,316+80.8% | $15,914+119.4% | $13,402+160.6% |