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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 | $169,805 | $178,174-4.7% | $156,181+8.7% | $137,256+23.7% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 10.97% | 84.19%-73.2pp | 64.87%-53.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $568 | $4,972-88.6% | $4,294-86.8% | $4,156-86.3% |
| Participant deferral / active EE | $8,482 | $6,888+23.2% | $6,132+38.3% | $6,407+32.4% |
| Admin fee / account holder | $45,998 | $17,404+164.3% | $14,586+215.4% | $12,270+274.9% |