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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 | $168,514 | $197,625-14.7% | $177,840-5.2% | $158,966+6.0% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.7%-32.2pp | 82.0%-26.4pp |
| Annual return | 18.81% | 58.76%-40.0pp | 48.32%-29.5pp | 302.95%-284.1pp |
| Employer contribution / active EE | $853 | $6,698-87.3% | $5,919-85.6% | $4,762-82.1% |
| Participant deferral / active EE | $3,824 | $8,405-54.5% | $7,714-50.4% | $5,983-36.1% |
| Admin fee / account holder | $8,134 | $15,405-47.2% | $12,431-34.6% | $11,250-27.7% |