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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 | $186,258 | $171,492+8.6% | $150,734+23.6% | $198,609-6.2% |
| Participation rate | 23.1% | 81.4%-58.3pp | 78.4%-55.4pp | 82.4%-59.3pp |
| Annual return | 13.84% | 804.70%-790.9pp | 600.81%-587.0pp | 202.70%-188.9pp |
| Employer contribution / active EE | $1,034 | $5,470-81.1% | $4,918-79.0% | $5,055-79.6% |
| Participant deferral / active EE | $5,965 | $6,259-4.7% | $5,610+6.3% | $6,977-14.5% |
| Admin fee / account holder | $9,071 | $17,628-48.5% | $14,905-39.1% | $19,030-52.3% |