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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 | $223,889 | $102,382+118.7% | $147,005+52.3% | $80,874+176.8% |
| Participation rate | 41.3% | 75.8%-34.5pp | 82.2%-40.9pp | 67.6%-26.3pp |
| Annual return | 25.03% | 134.89%-109.9pp | 418.76%-393.7pp | 35.62%-10.6pp |
| Employer contribution / active EE | $635 | $3,715-82.9% | $4,934-87.1% | $2,756-77.0% |
| Participant deferral / active EE | $6,263 | $6,646-5.8% | $8,070-22.4% | $4,297+45.8% |
| Admin fee / account holder | $3,332 | $7,942-58.0% | $13,006-74.4% | $6,935-51.9% |