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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 | $178,492 | $115,810+54.1% | $101,271+76.3% | $158,966+12.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 16.79% | 56.15%-39.4pp | 46.48%-29.7pp | 302.95%-286.2pp |
| Employer contribution / active EE | $650 | $4,175-84.4% | $3,660-82.2% | $4,762-86.3% |
| Participant deferral / active EE | $6,011 | $4,958+21.2% | $4,371+37.5% | $5,983+0.5% |
| Admin fee / account holder | $7,698 | $7,248+6.2% | $5,948+29.4% | $11,250-31.6% |