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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 | $194,022 | $156,616+23.9% | $133,346+45.5% | $198,609-2.3% |
| Participation rate | 62.5% | 77.7%-15.2pp | 72.8%-10.3pp | 82.4%-19.9pp |
| Annual return | 15.50% | 44.25%-28.8pp | 36.85%-21.4pp | 202.70%-187.2pp |
| Employer contribution / active EE | $711 | $3,368-78.9% | $2,853-75.1% | $5,055-85.9% |
| Participant deferral / active EE | $2,906 | $4,920-40.9% | $4,332-32.9% | $6,977-58.4% |
| Admin fee / account holder | $5,535 | $17,468-68.3% | $14,264-61.2% | $19,030-70.9% |