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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 | $230,598 | $180,459+27.8% | $154,108+49.6% | $135,380+70.3% |
| Participation rate | 28.6% | 87.4%-58.9pp | 83.0%-54.5pp | 82.6%-54.1pp |
| Annual return | -6.52% | 888.21%-894.7pp | 735.21%-741.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $1,013 | $6,035-83.2% | $5,298-80.9% | $4,779-78.8% |
| Participant deferral / active EE | $7,000 | $5,806+20.6% | $5,081+37.8% | $5,609+24.8% |
| Admin fee / account holder | $3,585 | $16,145-77.8% | $13,411-73.3% | $10,828-66.9% |