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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 | $188,727 | $99,652+89.4% | $78,778+139.6% | $147,586+27.9% |
| Participation rate | 55.6% | 76.2%-20.7pp | 69.2%-13.6pp | 82.8%-27.3pp |
| Annual return | 22.26% | 47.28%-25.0pp | 35.62%-13.4pp | 578.59%-556.3pp |
| Employer contribution / active EE | $52 | $2,796-98.1% | $1,986-97.4% | $4,876-98.9% |
| Participant deferral / active EE | $3,742 | $3,664+2.1% | $2,958+26.5% | $5,439-31.2% |
| Admin fee / account holder | $1,836 | $7,155-74.3% | $5,134-64.2% | $10,886-83.1% |