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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 | $189,904 | $197,625-3.9% | $177,840+6.8% | $158,966+19.5% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.7%-47.7pp | 82.0%-42.0pp |
| Annual return | 15.16% | 58.76%-43.6pp | 48.32%-33.2pp | 302.95%-287.8pp |
| Employer contribution / active EE | $1,414 | $6,698-78.9% | $5,919-76.1% | $4,762-70.3% |
| Participant deferral / active EE | $6,330 | $8,405-24.7% | $7,714-17.9% | $5,983+5.8% |
| Admin fee / account holder | $1,121 | $15,405-92.7% | $12,431-91.0% | $11,250-90.0% |