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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 | $241,665 | $101,653+137.7% | $147,080+64.3% | $74,459+224.6% |
| Participation rate | 19.6% | 75.6%-55.9pp | 82.2%-62.6pp | 67.2%-47.6pp |
| Annual return | 17.96% | 8754.98%-8737.0pp | 420.17%-402.2pp | 1369.70%-1351.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,613 | $7,304-50.5% | $8,066-55.2% | $4,350-16.9% |
| Admin fee / account holder | $1,969 | $1,752+12.4% | $12,989-84.8% | $1,945+1.3% |