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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 | $171,743 | $201,259-14.7% | $184,200-6.8% | $145,959+17.7% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 16.71% | 28.98%-12.3pp | 28.80%-12.1pp | 561.95%-545.2pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $14,373 | $9,806+46.6% | $9,132+57.4% | $6,689+114.9% |
| Admin fee / account holder | $683 | $16,372-95.8% | $13,907-95.1% | $13,398-94.9% |