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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 | $147,227 | $275,752-46.6% | $256,809-42.7% | $198,609-25.9% |
| Participation rate | 60.0% | 89.2%-29.2pp | 88.5%-28.5pp | 82.4%-22.4pp |
| Annual return | 26.65% | 34.81%-8.2pp | 32.73%-6.1pp | 202.70%-176.0pp |
| Employer contribution / active EE | $79 | $7,721-99.0% | $7,263-98.9% | $5,055-98.4% |
| Participant deferral / active EE | $30,057 | $10,037+199.5% | $9,520+215.7% | $6,977+330.8% |
| Admin fee / account holder | $52,603 | $25,716+104.6% | $25,146+109.2% | $19,030+176.4% |