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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 | $154,635 | $102,595+50.7% | $94,057+64.4% | $154,746-0.1% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 80.7%-55.7pp |
| Annual return | 19.33% | 583.42%-564.1pp | 480.62%-461.3pp | 172.34%-153.0pp |
| Employer contribution / active EE | $330 | $3,147-89.5% | $2,933-88.7% | $4,379-92.5% |
| Participant deferral / active EE | $1,691 | $5,118-67.0% | $4,709-64.1% | $6,730-74.9% |
| Admin fee / account holder | $1,858 | $7,736-76.0% | $7,244-74.4% | $14,365-87.1% |