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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 | $132,265 | $88,754+49.0% | $81,820+61.7% | $145,877-9.3% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 19.20% | 1031.77%-1012.6pp | 777.93%-758.7pp | 551.28%-532.1pp |
| Employer contribution / active EE | $166 | $3,085-94.6% | $2,915-94.3% | $4,663-96.4% |
| Participant deferral / active EE | $3,304 | $4,648-28.9% | $4,323-23.6% | $6,691-50.6% |
| Admin fee / account holder | $798 | $8,424-90.5% | $7,391-89.2% | $13,402-94.0% |