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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 | $146,666 | $125,193+17.2% | $105,591+38.9% | $145,978+0.5% |
| Participation rate | 52.2% | 77.6%-25.5pp | 75.3%-23.1pp | 80.3%-28.1pp |
| Annual return | 10.57% | 225.53%-215.0pp | 116.43%-105.9pp | 550.52%-540.0pp |
| Employer contribution / active EE | $522 | $3,718-86.0% | $3,166-83.5% | $4,662-88.8% |
| Participant deferral / active EE | $2,691 | $5,708-52.9% | $5,008-46.3% | $6,690-59.8% |
| Admin fee / account holder | $7,104 | $17,277-58.9% | $11,024-35.6% | $13,400-47.0% |