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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 | $180,355 | $223,823-19.4% | $211,142-14.6% | $154,746+16.5% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 18.55% | 50.39%-31.8pp | 46.84%-28.3pp | 172.34%-153.8pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,676 | $9,750+30.0% | $9,284+36.5% | $6,730+88.3% |
| Admin fee / account holder | $13,056 | $19,707-33.8% | $19,076-31.6% | $14,365-9.1% |