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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 | $220,491 | $217,432+1.4% | $185,851+18.6% | $167,553+31.6% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 11.73% | 148.43%-136.7pp | 122.11%-110.4pp | 478.89%-467.2pp |
| Employer contribution / active EE | $636 | $5,874-89.2% | $5,168-87.7% | $4,840-86.9% |
| Participant deferral / active EE | $2,990 | $6,357-53.0% | $5,569-46.3% | $6,343-52.9% |
| Admin fee / account holder | $54,587 | $19,820+175.4% | $16,245+236.0% | $12,316+343.2% |