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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 | $193,875 | $148,629+30.4% | $135,982+42.6% | $139,487+39.0% |
| Participation rate | 22.2% | 83.9%-61.6pp | 81.9%-59.7pp | 80.3%-58.1pp |
| Annual return | 17.43% | 79.33%-61.9pp | 68.32%-50.9pp | 373.84%-356.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,000 | $8,102-63.0% | $7,760-61.3% | $6,713-55.3% |
| Admin fee / account holder | $1,678 | $12,406-86.5% | $10,767-84.4% | $11,407-85.3% |