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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 | $161,030 | $227,399-29.2% | $189,758-15.1% | $198,609-18.9% |
| Participation rate | 55.6% | 84.0%-28.4pp | 79.8%-24.2pp | 82.4%-26.8pp |
| Annual return | 17.20% | 61.03%-43.8pp | 52.62%-35.4pp | 202.70%-185.5pp |
| Employer contribution / active EE | $1,374 | $5,526-75.1% | $4,767-71.2% | $5,055-72.8% |
| Participant deferral / active EE | $7,556 | $6,837+10.5% | $5,856+29.0% | $6,977+8.3% |
| Admin fee / account holder | $2,230 | $25,162-91.1% | $20,388-89.1% | $19,030-88.3% |