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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 | $275,752-24.7% | $256,809-19.2% | $198,609+4.5% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 11.25% | 34.81%-23.6pp | 32.73%-21.5pp | 202.70%-191.4pp |
| Employer contribution / active EE | $1,046 | $7,721-86.4% | $7,263-85.6% | $5,055-79.3% |
| Participant deferral / active EE | $5,807 | $10,037-42.1% | $9,520-39.0% | $6,977-16.8% |
| Admin fee / account holder | $86,284 | $25,716+235.5% | $25,146+243.1% | $19,030+353.4% |