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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 | $172,765 | $154,193+12.0% | $130,045+32.9% | $139,466+23.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 16.24% | 32.51%-16.3pp | -137.30%+153.5pp | 373.66%-357.4pp |
| Employer contribution / active EE | $821 | $5,292-84.5% | $4,321-81.0% | $4,754-82.7% |
| Participant deferral / active EE | $2,762 | $6,709-58.8% | $5,820-52.5% | $6,712-58.8% |
| Admin fee / account holder | $1,122 | $13,989-92.0% | $10,600-89.4% | $11,409-90.2% |