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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 | $230,829 | $110,337+109.2% | $102,383+125.5% | $145,877+58.2% |
| Participation rate | 18.2% | 77.9%-59.8pp | 74.5%-56.3pp | 80.3%-62.1pp |
| Annual return | 17.17% | 24.83%-7.7pp | 24.94%-7.8pp | 551.28%-534.1pp |
| Employer contribution / active EE | $287 | $4,216-93.2% | $3,870-92.6% | $4,663-93.8% |
| Participant deferral / active EE | $4,205 | $5,621-25.2% | $5,060-16.9% | $6,691-37.1% |
| Admin fee / account holder | $2,599 | $9,750-73.3% | $8,391-69.0% | $13,402-80.6% |