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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 | $171,928 | $98,766+74.1% | $149,730+14.8% | $79,852+115.3% |
| Participation rate | 51.9% | 75.8%-23.9pp | 82.5%-30.6pp | 69.6%-17.8pp |
| Annual return | 21.19% | 27.43%-6.2pp | 276.70%-255.5pp | 31.72%-10.5pp |
| Employer contribution / active EE | $129 | $3,217-96.0% | $4,645-97.2% | $2,471-94.8% |
| Participant deferral / active EE | $2,580 | $5,681-54.6% | $6,843-62.3% | $3,740-31.0% |
| Admin fee / account holder | $1,992 | $6,052-67.1% | $9,310-78.6% | $5,306-62.5% |