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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 | $215,997 | $275,752-21.7% | $256,809-15.9% | $198,609+8.8% |
| Participation rate | 57.1% | 89.2%-32.0pp | 88.5%-31.4pp | 82.4%-25.2pp |
| Annual return | 15.22% | 34.81%-19.6pp | 32.73%-17.5pp | 202.70%-187.5pp |
| Employer contribution / active EE | $1,674 | $7,721-78.3% | $7,263-77.0% | $5,055-66.9% |
| Participant deferral / active EE | $6,256 | $10,037-37.7% | $9,520-34.3% | $6,977-10.3% |
| Admin fee / account holder | $1,088 | $25,716-95.8% | $25,146-95.7% | $19,030-94.3% |