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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 | $186,969 | $152,460+22.6% | $118,746+57.5% | $147,586+26.7% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.3%-38.3pp | 82.8%-42.8pp |
| Annual return | 13.94% | 17.41%-3.5pp | 24.54%-10.6pp | 578.59%-564.7pp |
| Employer contribution / active EE | $712 | $5,046-85.9% | $4,193-83.0% | $4,876-85.4% |
| Participant deferral / active EE | $4,992 | $6,212-19.6% | $5,332-6.4% | $5,439-8.2% |
| Admin fee / account holder | $2,480 | $16,953-85.4% | $10,720-76.9% | $10,886-77.2% |