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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 | $205,791 | $129,737+58.6% | $119,126+72.8% | $154,746+33.0% |
| Participation rate | 28.6% | 78.9%-50.3pp | 75.8%-47.2pp | 80.7%-52.1pp |
| Annual return | 16.84% | 379.08%-362.2pp | 282.11%-265.3pp | 172.34%-155.5pp |
| Employer contribution / active EE | $916 | $4,375-79.1% | $4,034-77.3% | $4,379-79.1% |
| Participant deferral / active EE | $4,811 | $5,842-17.6% | $5,318-9.5% | $6,730-28.5% |
| Admin fee / account holder | $1,812 | $11,961-84.9% | $10,693-83.1% | $14,365-87.4% |