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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 | $212,386-30.7% | $199,883-26.3% | $138,895+6.0% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.8%-26.8pp | 79.9%-19.9pp |
| Annual return | 26.65% | 47.75%-21.1pp | 43.81%-17.2pp | 145.39%-118.7pp |
| Employer contribution / active EE | $79 | $6,625-98.8% | $6,261-98.7% | $4,194-98.1% |
| Participant deferral / active EE | $30,057 | $9,617+212.5% | $9,138+228.9% | $6,396+369.9% |
| Admin fee / account holder | $52,603 | $18,233+188.5% | $17,268+204.6% | $12,562+318.7% |