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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 | $243,392 | $105,160+131.4% | $94,679+157.1% | $139,456+74.5% |
| Participation rate | 42.9% | 82.4%-39.5pp | 80.8%-38.0pp | 80.3%-37.5pp |
| Annual return | 18.94% | 38.04%-19.1pp | 156.75%-137.8pp | 373.45%-354.5pp |
| Employer contribution / active EE | $436 | $4,107-89.4% | $3,673-88.1% | $4,753-90.8% |
| Participant deferral / active EE | $4,115 | $7,599-45.8% | $7,417-44.5% | $6,711-38.7% |
| Admin fee / account holder | $288,113 | $8,988+3105.6% | $7,233+3883.6% | $11,407+2425.8% |