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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 | $192,834 | $152,612+26.4% | $125,192+54.0% | $152,897+26.1% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 24.61% | 54.85%-30.2pp | 43.79%-19.2pp | 345.43%-320.8pp |
| Employer contribution / active EE | $69 | $4,947-98.6% | $3,866-98.2% | $4,764-98.6% |
| Participant deferral / active EE | $3,762 | $5,868-35.9% | $4,937-23.8% | $5,851-35.7% |
| Admin fee / account holder | $9,551 | $13,437-28.9% | $9,704-1.6% | $11,599-17.7% |