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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 | $177,530 | $185,883-4.5% | $170,043+4.4% | $139,466+27.3% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 22.16% | 60.54%-38.4pp | 53.40%-31.2pp | 373.66%-351.5pp |
| Employer contribution / active EE | $799 | $7,596-89.5% | $6,790-88.2% | $4,754-83.2% |
| Participant deferral / active EE | $3,419 | $11,626-70.6% | $10,410-67.2% | $6,712-49.1% |
| Admin fee / account holder | $1,351 | $15,393-91.2% | $12,824-89.5% | $11,409-88.2% |