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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 | $165,383 | $148,623+11.3% | $135,974+21.6% | $139,466+18.6% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 14.53% | 79.30%-64.8pp | 68.30%-53.8pp | 373.66%-359.1pp |
| Employer contribution / active EE | $270 | $5,246-94.9% | $4,859-94.4% | $4,754-94.3% |
| Participant deferral / active EE | $4,333 | $8,103-46.5% | $7,760-44.2% | $6,712-35.4% |
| Admin fee / account holder | $17,947 | $12,406+44.7% | $10,767+66.7% | $11,409+57.3% |