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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 | $204,259 | $106,918+91.0% | $84,021+143.1% | $152,897+33.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 25.33% | 105.01%-79.7pp | 71.32%-46.0pp | 345.43%-320.1pp |
| Employer contribution / active EE | $382 | $2,735-86.0% | $1,984-80.7% | $4,764-92.0% |
| Participant deferral / active EE | $1,011 | $4,012-74.8% | $3,239-68.8% | $5,851-82.7% |
| Admin fee / account holder | $2,411 | $8,288-70.9% | $6,102-60.5% | $11,599-79.2% |