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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 | $184,720 | $213,785-13.6% | $185,441-0.4% | $155,188+19.0% |
| Participation rate | 61.5% | 83.2%-21.7pp | 80.3%-18.7pp | 80.8%-19.3pp |
| Annual return | 13.70% | 19.97%-6.3pp | 20.16%-6.5pp | 148.84%-135.1pp |
| Employer contribution / active EE | $677 | $5,393-87.4% | $4,672-85.5% | $4,248-84.1% |
| Participant deferral / active EE | $6,774 | $6,864-1.3% | $6,152+10.1% | $6,531+3.7% |
| Admin fee / account holder | $100,435 | $21,134+375.2% | $17,890+461.4% | $14,480+593.6% |