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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 | $157,947 | $107,363+47.1% | $92,909+70.0% | $152,897+3.3% |
| Participation rate | 63.6% | 79.8%-16.2pp | 76.0%-12.4pp | 82.5%-18.8pp |
| Annual return | 22.78% | 145.63%-122.8pp | 109.44%-86.7pp | 345.43%-322.6pp |
| Employer contribution / active EE | $346 | $4,222-91.8% | $3,653-90.5% | $4,764-92.7% |
| Participant deferral / active EE | $3,425 | $4,848-29.3% | $4,238-19.2% | $5,851-41.5% |
| Admin fee / account holder | $13,380 | $7,082+88.9% | $5,795+130.9% | $11,599+15.3% |