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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 | $158,211 | $114,119+38.6% | $107,187+47.6% | $138,895+13.9% |
| Participation rate | 31.3% | 78.1%-46.8pp | 75.0%-43.8pp | 79.9%-48.7pp |
| Annual return | 15.13% | 273.21%-258.1pp | 204.55%-189.4pp | 145.39%-130.3pp |
| Employer contribution / active EE | $310 | $4,059-92.4% | $3,782-91.8% | $4,194-92.6% |
| Participant deferral / active EE | $1,620 | $5,538-70.7% | $5,096-68.2% | $6,396-74.7% |
| Admin fee / account holder | $11,741 | $10,024+17.1% | $9,162+28.1% | $12,562-6.5% |