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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 | $158,041 | $160,028-1.2% | $147,080+7.5% | $145,884+8.3% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 15.36% | 98.60%-83.2pp | 420.17%-404.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $827 | $5,286-84.3% | $4,933-83.2% | $4,662-82.3% |
| Participant deferral / active EE | $8,427 | $8,422+0.1% | $8,066+4.5% | $6,690+26.0% |
| Admin fee / account holder | $2,295 | $15,030-84.7% | $12,989-82.3% | $13,392-82.9% |