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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 | $193,903 | $72,446+167.7% | $67,561+187.0% | $145,877+32.9% |
| Participation rate | 16.7% | 76.9%-60.2pp | 72.9%-56.2pp | 80.3%-63.6pp |
| Annual return | 20.17% | 7211.98%-7191.8pp | 3525.44%-3505.3pp | 551.28%-531.1pp |
| Employer contribution / active EE | $328 | $3,072-89.3% | $2,735-88.0% | $4,663-93.0% |
| Participant deferral / active EE | $2,678 | $4,785-44.0% | $4,003-33.1% | $6,691-60.0% |
| Admin fee / account holder | $7,740 | $5,541+39.7% | $4,006+93.2% | $13,402-42.3% |