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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 | $206,364 | $217,432-5.1% | $185,849+11.0% | $167,536+23.2% |
| Participation rate | 55.6% | 86.1%-30.5pp | 81.7%-26.2pp | 82.1%-26.6pp |
| Annual return | 17.36% | 148.42%-131.1pp | 122.10%-104.7pp | 478.82%-461.5pp |
| Employer contribution / active EE | $711 | $5,875-87.9% | $5,169-86.2% | $4,839-85.3% |
| Participant deferral / active EE | $6,393 | $6,357+0.6% | $5,569+14.8% | $6,342+0.8% |
| Admin fee / account holder | $71,725 | $19,818+261.9% | $16,244+341.6% | $12,315+482.4% |