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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 | $175,920 | $105,200+67.2% | $159,474+10.3% | $85,847+104.9% |
| Participation rate | 68.1% | 75.8%-7.7pp | 82.8%-14.7pp | 69.3%-1.2pp |
| Annual return | 15.32% | 45.08%-29.8pp | 263.68%-248.4pp | 318.61%-303.3pp |
| Employer contribution / active EE | $306 | $3,319-90.8% | $4,831-93.7% | $2,565-88.1% |
| Participant deferral / active EE | $8,963 | $5,946+50.7% | $7,353+21.9% | $3,952+126.8% |
| Admin fee / account holder | $7,411 | $6,934+6.9% | $10,802-31.4% | $6,261+18.4% |