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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 | $193,827 | $125,193+54.8% | $105,591+83.6% | $145,978+32.8% |
| Participation rate | 65.0% | 77.6%-12.6pp | 75.3%-10.3pp | 80.3%-15.3pp |
| Annual return | 8.33% | 225.53%-217.2pp | 116.43%-108.1pp | 550.52%-542.2pp |
| Employer contribution / active EE | $198 | $3,718-94.7% | $3,166-93.8% | $4,662-95.8% |
| Participant deferral / active EE | $4,358 | $5,708-23.7% | $5,008-13.0% | $6,690-34.9% |
| Admin fee / account holder | $49,698 | $17,277+187.6% | $11,024+350.8% | $13,400+270.9% |