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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 | $167,306 | $183,516-8.8% | $155,534+7.6% | $145,884+14.7% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 15.23% | 61.43%-46.2pp | 64.92%-49.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $838 | $5,315-84.2% | $4,675-82.1% | $4,662-82.0% |
| Participant deferral / active EE | $2,393 | $6,467-63.0% | $5,630-57.5% | $6,690-64.2% |
| Admin fee / account holder | $22,098 | $19,293+14.5% | $15,900+39.0% | $13,392+65.0% |