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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 | $233,935 | $171,272+36.6% | $127,803+83.0% | $152,897+53.0% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.0%-39.0pp | 82.5%-42.5pp |
| Annual return | 18.05% | 23.54%-5.5pp | 26.14%-8.1pp | 345.43%-327.4pp |
| Employer contribution / active EE | $712 | $5,451-86.9% | $4,576-84.4% | $4,764-85.0% |
| Participant deferral / active EE | $4,992 | $7,043-29.1% | $6,023-17.1% | $5,851-14.7% |
| Admin fee / account holder | $3,155 | $14,540-78.3% | $9,399-66.4% | $11,599-72.8% |