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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 | $188,394 | $117,846+59.9% | $102,434+83.9% | $145,884+29.1% |
| Participation rate | 58.8% | 78.6%-19.8pp | 76.5%-17.7pp | 80.3%-21.5pp |
| Annual return | 19.09% | 31.90%-12.8pp | 29.46%-10.4pp | 551.85%-532.8pp |
| Employer contribution / active EE | $600 | $3,615-83.4% | $3,023-80.2% | $4,662-87.1% |
| Participant deferral / active EE | $2,682 | $5,733-53.2% | $5,055-46.9% | $6,690-59.9% |
| Admin fee / account holder | $22,622 | $13,356+69.4% | $9,462+139.1% | $13,392+68.9% |