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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 | $183,592-13.7% | $155,574+1.8% | $145,877+8.6% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 17.43% | 61.37%-43.9pp | 64.87%-47.4pp | 551.28%-533.9pp |
| Employer contribution / active EE | $1,006 | $5,317-81.1% | $4,676-78.5% | $4,663-78.4% |
| Participant deferral / active EE | $2,514 | $6,466-61.1% | $5,629-55.3% | $6,691-62.4% |
| Admin fee / account holder | $23,719 | $19,316+22.8% | $15,914+49.0% | $13,402+77.0% |