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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 | $203,256 | $106,008+91.7% | $92,240+120.4% | $147,586+37.7% |
| Participation rate | 21.1% | 80.4%-59.4pp | 76.5%-55.4pp | 82.8%-61.8pp |
| Annual return | 26.57% | 50.05%-23.5pp | 176.29%-149.7pp | 578.59%-552.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,630 | $4,478-41.3% | $3,897-32.5% | $5,439-51.6% |
| Admin fee / account holder | $7,923 | $6,333+25.1% | $5,194+52.5% | $10,886-27.2% |