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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 | $88,702+49.1% | $81,780+61.7% | $145,978-9.4% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 19.20% | 1029.12%-1009.9pp | 776.27%-757.1pp | 550.52%-531.3pp |
| Employer contribution / active EE | $166 | $3,084-94.6% | $2,914-94.3% | $4,662-96.4% |
| Participant deferral / active EE | $3,304 | $4,645-28.9% | $4,321-23.5% | $6,690-50.6% |
| Admin fee / account holder | $798 | $8,414-90.5% | $7,384-89.2% | $13,400-94.0% |