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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 | $197,395 | $106,008+86.2% | $92,240+114.0% | $147,586+33.7% |
| Participation rate | 52.4% | 80.4%-28.0pp | 76.5%-24.1pp | 82.8%-30.4pp |
| Annual return | 17.56% | 50.05%-32.5pp | 176.29%-158.7pp | 578.59%-561.0pp |
| Employer contribution / active EE | $346 | $4,333-92.0% | $3,680-90.6% | $4,876-92.9% |
| Participant deferral / active EE | $4,770 | $4,478+6.5% | $3,897+22.4% | $5,439-12.3% |
| Admin fee / account holder | $1,081 | $6,333-82.9% | $5,194-79.2% | $10,886-90.1% |