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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 | $230,339 | $162,785+41.5% | $133,959+71.9% | $158,950+44.9% |
| Participation rate | 57.9% | 83.2%-25.3pp | 79.8%-21.9pp | 82.0%-24.1pp |
| Annual return | 21.77% | 41.94%-20.2pp | 45.09%-23.3pp | 302.91%-281.1pp |
| Employer contribution / active EE | $715 | $4,975-85.6% | $3,919-81.7% | $4,762-85.0% |
| Participant deferral / active EE | $3,577 | $5,910-39.5% | $5,047-29.1% | $5,983-40.2% |
| Admin fee / account holder | $2,669 | $11,738-77.3% | $8,928-70.1% | $11,248-76.3% |