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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 | $175,420 | $201,259-12.8% | $184,200-4.8% | $145,959+20.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 19.92% | 28.98%-9.1pp | 28.80%-8.9pp | 561.95%-542.0pp |
| Employer contribution / active EE | $1,434 | $7,018-79.6% | $6,424-77.7% | $4,661-69.2% |
| Participant deferral / active EE | $4,359 | $9,806-55.5% | $9,132-52.3% | $6,689-34.8% |
| Admin fee / account holder | $774 | $16,372-95.3% | $13,907-94.4% | $13,398-94.2% |