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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 | $174,800 | $209,336-16.5% | $197,124-11.3% | $137,256+27.4% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 19.57% | 48.09%-28.5pp | 44.34%-24.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,139 | $6,591-82.7% | $6,227-81.7% | $4,156-72.6% |
| Participant deferral / active EE | $7,500 | $9,614-22.0% | $9,135-17.9% | $6,407+17.1% |
| Admin fee / account holder | $2,626 | $17,308-84.8% | $16,298-83.9% | $12,270-78.6% |