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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 | $173,762 | $102,429+69.6% | $147,096+18.1% | $80,925+114.7% |
| Participation rate | 16.7% | 75.9%-59.2pp | 82.2%-65.5pp | 67.7%-51.0pp |
| Annual return | 43.58% | 135.02%-91.4pp | 419.75%-376.2pp | 35.65%+7.9pp |
| Employer contribution / active EE | $177 | $3,716-95.2% | $4,936-96.4% | $2,756-93.6% |
| Participant deferral / active EE | $2,804 | $6,649-57.8% | $8,071-65.3% | $4,299-34.8% |
| Admin fee / account holder | $5,822 | $7,957-26.8% | $13,005-55.2% | $6,940-16.1% |