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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 | $152,851 | $127,790+19.6% | $106,554+43.4% | $167,553-8.8% |
| Participation rate | 42.1% | 78.3%-36.2pp | 76.1%-34.0pp | 82.1%-40.0pp |
| Annual return | 12.12% | 33.88%-21.8pp | 26.80%-14.7pp | 478.89%-466.8pp |
| Employer contribution / active EE | $260 | $3,427-92.4% | $2,819-90.8% | $4,840-94.6% |
| Participant deferral / active EE | $2,269 | $5,088-55.4% | $4,398-48.4% | $6,343-64.2% |
| Admin fee / account holder | $50,019 | $11,231+345.4% | $7,408+575.2% | $12,316+306.1% |