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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 | $177,359 | $134,817+31.6% | $123,973+43.1% | $155,188+14.3% |
| Participation rate | 25.0% | 79.4%-54.4pp | 76.7%-51.7pp | 80.8%-55.8pp |
| Annual return | 20.36% | 515.49%-495.1pp | 388.13%-367.8pp | 148.84%-128.5pp |
| Employer contribution / active EE | $774 | $4,425-82.5% | $4,126-81.2% | $4,248-81.8% |
| Participant deferral / active EE | $1,935 | $5,706-66.1% | $5,247-63.1% | $6,531-70.4% |
| Admin fee / account holder | $802 | $13,245-93.9% | $11,799-93.2% | $14,480-94.5% |