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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 | $238,238 | $142,430+67.3% | $115,170+106.9% | $152,897+55.8% |
| Participation rate | 40.0% | 82.4%-42.4pp | 75.9%-35.9pp | 82.5%-42.5pp |
| Annual return | 24.11% | 41.48%-17.4pp | 35.60%-11.5pp | 345.43%-321.3pp |
| Employer contribution / active EE | $683 | $4,011-83.0% | $3,179-78.5% | $4,764-85.7% |
| Participant deferral / active EE | $5,440 | $5,165+5.3% | $4,169+30.5% | $5,851-7.0% |
| Admin fee / account holder | $8,098 | $8,464-4.3% | $7,089+14.2% | $11,599-30.2% |