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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 | $222,993 | $111,830+99.4% | $93,696+138.0% | $145,884+52.9% |
| Participation rate | 23.5% | 74.2%-50.7pp | 68.7%-45.2pp | 80.3%-56.8pp |
| Annual return | 10.27% | 204.08%-193.8pp | 133.74%-123.5pp | 551.85%-541.6pp |
| Employer contribution / active EE | $545 | $3,093-82.4% | $2,422-77.5% | $4,662-88.3% |
| Participant deferral / active EE | $3,876 | $4,920-21.2% | $4,417-12.2% | $6,690-42.1% |
| Admin fee / account holder | $8,712 | $10,249-15.0% | $8,287+5.1% | $13,392-34.9% |