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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 | $155,818 | $111,830+39.3% | $93,696+66.3% | $145,884+6.8% |
| Participation rate | 52.4% | 74.2%-21.8pp | 68.7%-16.3pp | 80.3%-27.9pp |
| Annual return | 17.85% | 204.08%-186.2pp | 133.74%-115.9pp | 551.85%-534.0pp |
| Employer contribution / active EE | $217 | $3,093-93.0% | $2,422-91.0% | $4,662-95.4% |
| Participant deferral / active EE | $3,021 | $4,920-38.6% | $4,417-31.6% | $6,690-54.8% |
| Admin fee / account holder | $6,291 | $10,249-38.6% | $8,287-24.1% | $13,392-53.0% |