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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 | $165,301 | $127,790+29.4% | $106,555+55.1% | $167,536-1.3% |
| Participation rate | 30.8% | 78.3%-47.5pp | 76.1%-45.4pp | 82.1%-51.3pp |
| Annual return | 17.22% | 33.88%-16.7pp | 26.80%-9.6pp | 478.82%-461.6pp |
| Employer contribution / active EE | $231 | $3,428-93.3% | $2,819-91.8% | $4,839-95.2% |
| Participant deferral / active EE | $1,943 | $5,088-61.8% | $4,399-55.8% | $6,342-69.4% |
| Admin fee / account holder | $46,094 | $11,229+310.5% | $7,408+522.2% | $12,315+274.3% |