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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 | $242,361 | $88,754+173.1% | $81,820+196.2% | $145,877+66.1% |
| Participation rate | 14.3% | 75.1%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 12.55% | 1031.77%-1019.2pp | 777.93%-765.4pp | 551.28%-538.7pp |
| Employer contribution / active EE | $276 | $3,085-91.0% | $2,915-90.5% | $4,663-94.1% |
| Participant deferral / active EE | $3,301 | $4,648-29.0% | $4,323-23.6% | $6,691-50.7% |
| Admin fee / account holder | $10,515 | $8,424+24.8% | $7,391+42.3% | $13,402-21.5% |