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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 | $157,679 | $166,089-5.1% | $164,928-4.4% | $145,978+8.0% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 12.87% | 100.26%-87.4pp | 70.08%-57.2pp | 550.52%-537.6pp |
| Employer contribution / active EE | $720 | $5,276-86.4% | $4,343-83.4% | $4,662-84.6% |
| Participant deferral / active EE | $7,625 | $6,961+9.5% | $6,034+26.4% | $6,690+14.0% |
| Admin fee / account holder | $1,313 | $16,641-92.1% | $12,684-89.6% | $13,400-90.2% |