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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 | $212,725 | $227,399-6.5% | $189,758+12.1% | $198,609+7.1% |
| Participation rate | 11.1% | 84.0%-72.9pp | 79.8%-68.7pp | 82.4%-71.3pp |
| Annual return | 7.91% | 61.03%-53.1pp | 52.62%-44.7pp | 202.70%-194.8pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,147 | $6,837+19.2% | $5,856+39.1% | $6,977+16.8% |
| Admin fee / account holder | $14,243 | $25,162-43.4% | $20,388-30.1% | $19,030-25.2% |