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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 | $129,737+36.7% | $119,126+48.9% | $154,746+14.6% |
| Participation rate | 25.0% | 78.9%-53.9pp | 75.8%-50.8pp | 80.7%-55.7pp |
| Annual return | 20.36% | 379.08%-358.7pp | 282.11%-261.8pp | 172.34%-152.0pp |
| Employer contribution / active EE | $774 | $4,375-82.3% | $4,034-80.8% | $4,379-82.3% |
| Participant deferral / active EE | $1,935 | $5,842-66.9% | $5,318-63.6% | $6,730-71.2% |
| Admin fee / account holder | $802 | $11,961-93.3% | $10,693-92.5% | $14,365-94.4% |