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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 | $153,405 | $112,131+36.8% | $95,964+59.9% | $158,982-3.5% |
| Participation rate | 58.3% | 79.0%-20.7pp | 77.1%-18.8pp | 82.0%-23.6pp |
| Annual return | 16.06% | 171.19%-155.1pp | 91.64%-75.6pp | 302.99%-286.9pp |
| Employer contribution / active EE | $320 | $3,199-90.0% | $2,541-87.4% | $4,763-93.3% |
| Participant deferral / active EE | $3,204 | $4,784-33.0% | $4,167-23.1% | $5,983-46.5% |
| Admin fee / account holder | $1,607 | $10,136-84.1% | $6,797-76.4% | $11,252-85.7% |