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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 | $207,562 | $223,823-7.3% | $211,142-1.7% | $154,746+34.1% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 11.25% | 50.39%-39.1pp | 46.84%-35.6pp | 172.34%-161.1pp |
| Employer contribution / active EE | $1,046 | $6,787-84.6% | $6,442-83.8% | $4,379-76.1% |
| Participant deferral / active EE | $5,807 | $9,750-40.4% | $9,284-37.5% | $6,730-13.7% |
| Admin fee / account holder | $86,284 | $19,707+337.8% | $19,076+352.3% | $14,365+500.6% |