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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 | $185,091 | $129,737+42.7% | $119,126+55.4% | $154,746+19.6% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 12.36% | 379.08%-366.7pp | 282.11%-269.8pp | 172.34%-160.0pp |
| Employer contribution / active EE | $780 | $4,375-82.2% | $4,034-80.7% | $4,379-82.2% |
| Participant deferral / active EE | $7,501 | $5,842+28.4% | $5,318+41.1% | $6,730+11.5% |
| Admin fee / account holder | $226,115 | $11,961+1790.5% | $10,693+2014.6% | $14,365+1474.0% |