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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 | $203,646 | $106,008+92.1% | $92,240+120.8% | $147,586+38.0% |
| Participation rate | 22.2% | 80.4%-58.2pp | 76.5%-54.3pp | 82.8%-60.6pp |
| Annual return | 20.20% | 50.05%-29.9pp | 176.29%-156.1pp | 578.59%-558.4pp |
| Employer contribution / active EE | $533 | $4,333-87.7% | $3,680-85.5% | $4,876-89.1% |
| Participant deferral / active EE | $5,333 | $4,478+19.1% | $3,897+36.9% | $5,439-1.9% |
| Admin fee / account holder | $11,145 | $6,333+76.0% | $5,194+114.6% | $10,886+2.4% |