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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 | $149,559 | $108,882+37.4% | $96,754+54.6% | $154,746-3.4% |
| Participation rate | 18.2% | 75.1%-56.9pp | 70.3%-52.1pp | 80.7%-62.5pp |
| Annual return | 19.71% | 98.39%-78.7pp | 82.04%-62.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $280 | $3,018-90.7% | $2,679-89.5% | $4,379-93.6% |
| Participant deferral / active EE | $4,273 | $5,323-19.7% | $4,758-10.2% | $6,730-36.5% |
| Admin fee / account holder | $1,137 | $10,200-88.9% | $8,905-87.2% | $14,365-92.1% |