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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 | $213,640 | $115,810+84.5% | $101,271+111.0% | $158,966+34.4% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 21.73% | 56.15%-34.4pp | 46.48%-24.8pp | 302.95%-281.2pp |
| Employer contribution / active EE | $312 | $4,175-92.5% | $3,660-91.5% | $4,762-93.4% |
| Participant deferral / active EE | $3,241 | $4,958-34.6% | $4,371-25.9% | $5,983-45.8% |
| Admin fee / account holder | $4,748 | $7,248-34.5% | $5,948-20.2% | $11,250-57.8% |