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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 | $166,256 | $129,737+28.1% | $119,126+39.6% | $154,746+7.4% |
| Participation rate | 23.5% | 78.9%-55.3pp | 75.8%-52.2pp | 80.7%-57.2pp |
| Annual return | 15.12% | 379.08%-364.0pp | 282.11%-267.0pp | 172.34%-157.2pp |
| Employer contribution / active EE | $905 | $4,375-79.3% | $4,034-77.6% | $4,379-79.3% |
| Participant deferral / active EE | $2,680 | $5,842-54.1% | $5,318-49.6% | $6,730-60.2% |
| Admin fee / account holder | $1,619 | $11,961-86.5% | $10,693-84.9% | $14,365-88.7% |