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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 | $173,387 | $118,877+45.9% | $96,570+79.5% | $167,536+3.5% |
| Participation rate | 30.0% | 75.5%-45.5pp | 69.8%-39.8pp | 82.1%-52.1pp |
| Annual return | 17.41% | 50.50%-33.1pp | 37.79%-20.4pp | 478.82%-461.4pp |
| Employer contribution / active EE | $337 | $3,121-89.2% | $2,357-85.7% | $4,839-93.0% |
| Participant deferral / active EE | $2,177 | $4,617-52.8% | $3,849-43.4% | $6,342-65.7% |
| Admin fee / account holder | $11,761 | $8,069+45.8% | $6,182+90.2% | $12,315-4.5% |