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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 | $197,290 | $209,425-5.8% | $178,499+10.5% | $158,966+24.1% |
| Participation rate | 28.6% | 86.4%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 15.61% | 188.80%-173.2pp | 151.10%-135.5pp | 302.95%-287.3pp |
| Employer contribution / active EE | $358 | $5,707-93.7% | $5,011-92.9% | $4,762-92.5% |
| Participant deferral / active EE | $3,714 | $5,955-37.6% | $5,202-28.6% | $5,983-37.9% |
| Admin fee / account holder | $1,796 | $17,078-89.5% | $13,986-87.2% | $11,250-84.0% |