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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 | $205,540 | $125,184+64.2% | $105,607+94.6% | $145,884+40.9% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 18.82% | 225.00%-206.2pp | 116.11%-97.3pp | 551.85%-533.0pp |
| Employer contribution / active EE | $167 | $3,720-95.5% | $3,167-94.7% | $4,662-96.4% |
| Participant deferral / active EE | $3,376 | $5,714-40.9% | $5,011-32.6% | $6,690-49.5% |
| Admin fee / account holder | $729 | $17,133-95.7% | $10,958-93.4% | $13,392-94.6% |