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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 | $173,566 | $111,535+55.6% | $105,223+64.9% | $137,256+26.5% |
| Participation rate | 35.0% | 78.1%-43.1pp | 75.0%-40.0pp | 80.0%-45.0pp |
| Annual return | 12.77% | 237.85%-225.1pp | 180.65%-167.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $369 | $3,939-90.6% | $3,689-90.0% | $4,156-91.1% |
| Participant deferral / active EE | $1,995 | $5,500-63.7% | $5,072-60.7% | $6,407-68.9% |
| Admin fee / account holder | $1,439 | $9,721-85.2% | $8,859-83.8% | $12,270-88.3% |