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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 | $190,401 | $196,972-3.3% | $182,262+4.5% | $198,609-4.1% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 18.68% | 158.27%-139.6pp | 140.60%-121.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $1,034 | $5,364-80.7% | $5,046-79.5% | $5,055-79.5% |
| Participant deferral / active EE | $14,820 | $8,643+71.5% | $8,276+79.1% | $6,977+112.4% |
| Admin fee / account holder | $392 | $18,429-97.9% | $16,712-97.7% | $19,030-97.9% |