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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 | $230,837 | $56,431+309.1% | $130,788+76.5% | $87,485+163.9% |
| Participation rate | 14.6% | 58.9%-44.3pp | 70.1%-55.5pp | 68.9%-54.3pp |
| Annual return | 12.64% | 91.27%-78.6pp | 386.44%-373.8pp | 26.06%-13.4pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $910 | $2,749-66.9% | $4,137-78.0% | $4,274-78.7% |
| Admin fee / account holder | $2,327 | $4,433-47.5% | $6,673-65.1% | $7,775-70.1% |