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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 | $181,975 | $166,242+9.5% | $165,071+10.2% | $145,884+24.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 22.32% | 100.44%-78.1pp | 70.17%-47.9pp | 551.85%-529.5pp |
| Employer contribution / active EE | $1,121 | $5,283-78.8% | $4,347-74.2% | $4,662-76.0% |
| Participant deferral / active EE | $2,241 | $6,964-67.8% | $6,035-62.9% | $6,690-66.5% |
| Admin fee / account holder | $1,393 | $16,658-91.6% | $12,695-89.0% | $13,392-89.6% |