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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 | $183,120 | $209,422-12.6% | $178,503+2.6% | $158,982+15.2% |
| Participation rate | 41.7% | 86.4%-44.7pp | 81.9%-40.3pp | 82.0%-40.3pp |
| Annual return | 17.95% | 188.81%-170.9pp | 151.12%-133.2pp | 302.99%-285.0pp |
| Employer contribution / active EE | $563 | $5,707-90.1% | $5,011-88.8% | $4,763-88.2% |
| Participant deferral / active EE | $4,697 | $5,955-21.1% | $5,202-9.7% | $5,983-21.5% |
| Admin fee / account holder | $9,441 | $17,079-44.7% | $13,987-32.5% | $11,252-16.1% |