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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 | $205,227 | $114,073+79.9% | $96,161+113.4% | $167,518+22.5% |
| Participation rate | 69.2% | 75.1%-5.8pp | 68.4%+0.8pp | 82.1%-12.9pp |
| Annual return | 13.28% | 189.95%-176.7pp | 192.01%-178.7pp | 478.71%-465.4pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $10,407 | $5,195+100.3% | $4,349+139.3% | $6,342+64.1% |
| Admin fee / account holder | $7,152 | $6,899+3.7% | $5,538+29.1% | $12,312-41.9% |