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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 | $169,291 | $197,637-14.3% | $177,848-4.8% | $158,982+6.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 16.90% | 58.77%-41.9pp | 48.33%-31.4pp | 302.99%-286.1pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,717 | $8,405+3.7% | $7,714+13.0% | $5,983+45.7% |
| Admin fee / account holder | $13,870 | $15,406-10.0% | $12,431+11.6% | $11,252+23.3% |