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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 | $198,142 | $154,193+28.5% | $130,045+52.4% | $139,466+42.1% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 19.66% | 32.51%-12.8pp | -137.30%+157.0pp | 373.66%-354.0pp |
| Employer contribution / active EE | $1,029 | $5,292-80.6% | $4,321-76.2% | $4,754-78.4% |
| Participant deferral / active EE | $9,021 | $6,709+34.5% | $5,820+55.0% | $6,712+34.4% |
| Admin fee / account holder | $2,505 | $13,989-82.1% | $10,600-76.4% | $11,409-78.0% |