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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 | $208,024 | $156,970+32.5% | $121,210+71.6% | $139,487+49.1% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 20.76% | 1477.10%-1456.3pp | 987.41%-966.7pp | 373.84%-353.1pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $731 | $4,849-84.9% | $4,084-82.1% | $6,713-89.1% |
| Admin fee / account holder | $5,303 | $6,947-23.7% | $5,647-6.1% | $11,407-53.5% |