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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 | $202,354 | $110,337+83.4% | $102,383+97.6% | $145,877+38.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.01% | 24.83%-12.8pp | 24.94%-12.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $190 | $4,216-95.5% | $3,870-95.1% | $4,663-95.9% |
| Participant deferral / active EE | $4,743 | $5,621-15.6% | $5,060-6.3% | $6,691-29.1% |
| Admin fee / account holder | $1,047 | $9,750-89.3% | $8,391-87.5% | $13,402-92.2% |