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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 | $238,057 | $157,829+50.8% | $136,867+73.9% | $198,609+19.9% |
| Participation rate | 42.9% | 77.2%-34.3pp | 74.5%-31.7pp | 82.4%-39.5pp |
| Annual return | 26.17% | 51.25%-25.1pp | 42.97%-16.8pp | 202.70%-176.5pp |
| Employer contribution / active EE | $438 | $3,923-88.8% | $3,547-87.7% | $5,055-91.3% |
| Participant deferral / active EE | $1,854 | $5,463-66.1% | $4,924-62.4% | $6,977-73.4% |
| Admin fee / account holder | $12,026 | $11,107+8.3% | $10,340+16.3% | $19,030-36.8% |