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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 | $194,850 | $72,071+170.4% | $68,368+185.0% | $137,256+42.0% |
| Participation rate | 23.1% | 76.2%-53.2pp | 73.8%-50.7pp | 80.0%-56.9pp |
| Annual return | 14.97% | 353.14%-338.2pp | 292.57%-277.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $351 | $2,788-87.4% | $2,649-86.8% | $4,156-91.6% |
| Participant deferral / active EE | $3,784 | $4,410-14.2% | $4,123-8.2% | $6,407-40.9% |
| Admin fee / account holder | $2,165 | $5,336-59.4% | $5,150-58.0% | $12,270-82.4% |