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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 | $161,013 | $176,105-8.6% | $159,474+1.0% | $167,536-3.9% |
| Participation rate | 58.3% | 85.0%-26.6pp | 82.8%-24.5pp | 82.1%-23.8pp |
| Annual return | 11.14% | 331.91%-320.8pp | 263.68%-252.5pp | 478.82%-467.7pp |
| Employer contribution / active EE | $939 | $5,299-82.3% | $4,831-80.6% | $4,839-80.6% |
| Participant deferral / active EE | $4,673 | $7,751-39.7% | $7,353-36.5% | $6,342-26.3% |
| Admin fee / account holder | $1,793 | $12,559-85.7% | $10,802-83.4% | $12,315-85.4% |