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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 | $152,819 | $201,370-24.1% | $184,256-17.1% | $145,897+4.7% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 12.65% | 29.05%-16.4pp | 28.85%-16.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $921 | $7,024-86.9% | $6,427-85.7% | $4,663-80.2% |
| Participant deferral / active EE | $6,076 | $9,808-38.0% | $9,133-33.5% | $6,689-9.2% |
| Admin fee / account holder | $53,676 | $16,364+228.0% | $13,899+286.2% | $13,390+300.9% |