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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 | $180,722 | $171,492+5.4% | $150,734+19.9% | $198,609-9.0% |
| Participation rate | 40.0% | 81.4%-41.4pp | 78.4%-38.4pp | 82.4%-42.4pp |
| Annual return | 10.93% | 804.70%-793.8pp | 600.81%-589.9pp | 202.70%-191.8pp |
| Employer contribution / active EE | $821 | $5,470-85.0% | $4,918-83.3% | $5,055-83.8% |
| Participant deferral / active EE | $4,913 | $6,259-21.5% | $5,610-12.4% | $6,977-29.6% |
| Admin fee / account holder | $2,230 | $17,628-87.4% | $14,905-85.0% | $19,030-88.3% |