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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 | $178,799 | $217,432-17.8% | $185,849-3.8% | $167,536+6.7% |
| Participation rate | 54.5% | 86.1%-31.5pp | 81.7%-27.2pp | 82.1%-27.6pp |
| Annual return | 13.54% | 148.42%-134.9pp | 122.10%-108.6pp | 478.82%-465.3pp |
| Employer contribution / active EE | $919 | $5,875-84.4% | $5,169-82.2% | $4,839-81.0% |
| Participant deferral / active EE | $5,185 | $6,357-18.4% | $5,569-6.9% | $6,342-18.2% |
| Admin fee / account holder | $2,812 | $19,818-85.8% | $16,244-82.7% | $12,315-77.2% |