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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 | $184,014-7.7% | $161,149+5.4% | $138,895+22.3% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.8%-21.7pp | 79.9%-22.8pp |
| Annual return | 10.97% | 21.52%-10.5pp | 21.16%-10.2pp | 145.39%-134.4pp |
| Employer contribution / active EE | $568 | $5,055-88.8% | $4,360-87.0% | $4,194-86.4% |
| Participant deferral / active EE | $8,482 | $6,909+22.8% | $6,153+37.9% | $6,396+32.6% |
| Admin fee / account holder | $45,998 | $18,027+155.2% | $15,194+202.7% | $12,562+266.2% |