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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 | $158,902 | $125,237+26.9% | $105,608+50.5% | $145,877+8.9% |
| Participation rate | 57.1% | 77.7%-20.5pp | 75.3%-18.1pp | 80.3%-23.2pp |
| Annual return | 23.78% | 225.76%-202.0pp | 116.50%-92.7pp | 551.28%-527.5pp |
| Employer contribution / active EE | $425 | $3,720-88.6% | $3,167-86.6% | $4,663-90.9% |
| Participant deferral / active EE | $2,117 | $5,711-62.9% | $5,010-57.7% | $6,691-68.4% |
| Admin fee / account holder | $3,715 | $17,287-78.5% | $11,028-66.3% | $13,402-72.3% |