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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 | $159,448 | $171,492-7.0% | $150,734+5.8% | $198,609-19.7% |
| Participation rate | 57.1% | 81.4%-24.3pp | 78.4%-21.3pp | 82.4%-25.2pp |
| Annual return | 16.21% | 804.70%-788.5pp | 600.81%-584.6pp | 202.70%-186.5pp |
| Employer contribution / active EE | $605 | $5,470-88.9% | $4,918-87.7% | $5,055-88.0% |
| Participant deferral / active EE | $5,083 | $6,259-18.8% | $5,610-9.4% | $6,977-27.1% |
| Admin fee / account holder | $6,672 | $17,628-62.2% | $14,905-55.2% | $19,030-64.9% |