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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 | $228,137 | $105,158+116.9% | $94,672+141.0% | $139,487+63.6% |
| Participation rate | 58.3% | 82.4%-24.0pp | 80.8%-22.5pp | 80.3%-22.0pp |
| Annual return | 27.57% | 38.11%-10.5pp | 156.89%-129.3pp | 373.84%-346.3pp |
| Employer contribution / active EE | $292 | $4,107-92.9% | $3,673-92.1% | $4,755-93.9% |
| Participant deferral / active EE | $8,667 | $7,599+14.1% | $7,417+16.8% | $6,713+29.1% |
| Admin fee / account holder | $19,313 | $8,972+115.3% | $7,222+167.4% | $11,407+69.3% |