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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 | $195,956 | $134,817+45.3% | $123,973+58.1% | $155,188+26.3% |
| Participation rate | 16.7% | 79.4%-62.7pp | 76.7%-60.0pp | 80.8%-64.1pp |
| Annual return | 19.57% | 515.49%-495.9pp | 388.13%-368.6pp | 148.84%-129.3pp |
| Employer contribution / active EE | $447 | $4,425-89.9% | $4,126-89.2% | $4,248-89.5% |
| Participant deferral / active EE | $2,160 | $5,706-62.1% | $5,247-58.8% | $6,531-66.9% |
| Admin fee / account holder | $3,138 | $13,245-76.3% | $11,799-73.4% | $14,480-78.3% |