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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 | $180,006 | $171,492+5.0% | $150,734+19.4% | $198,609-9.4% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 15.39% | 804.70%-789.3pp | 600.81%-585.4pp | 202.70%-187.3pp |
| Employer contribution / active EE | $715 | $5,470-86.9% | $4,918-85.5% | $5,055-85.9% |
| Participant deferral / active EE | $6,188 | $6,259-1.1% | $5,610+10.3% | $6,977-11.3% |
| Admin fee / account holder | $1,815 | $17,628-89.7% | $14,905-87.8% | $19,030-90.5% |