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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 | $233,418 | $105,200+121.9% | $159,474+46.4% | $85,847+171.9% |
| Participation rate | 65.3% | 75.8%-10.5pp | 82.8%-17.5pp | 69.3%-4.0pp |
| Annual return | 13.20% | 45.08%-31.9pp | 263.68%-250.5pp | 318.61%-305.4pp |
| Employer contribution / active EE | $365 | $3,319-89.0% | $4,831-92.5% | $2,565-85.8% |
| Participant deferral / active EE | $9,906 | $5,946+66.6% | $7,353+34.7% | $3,952+150.6% |
| Admin fee / account holder | $6,225 | $6,934-10.2% | $10,802-42.4% | $6,261-0.6% |