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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 | $158,366 | $183,539-13.7% | $155,556+1.8% | $145,897+8.5% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 17.43% | 61.31%-43.9pp | 64.84%-47.4pp | 552.29%-534.9pp |
| Employer contribution / active EE | $1,006 | $5,315-81.1% | $4,675-78.5% | $4,663-78.4% |
| Participant deferral / active EE | $2,514 | $6,467-61.1% | $5,631-55.4% | $6,689-62.4% |
| Admin fee / account holder | $23,719 | $19,275+23.1% | $15,885+49.3% | $13,390+77.1% |