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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 | $204,609 | $105,200+94.5% | $159,474+28.3% | $85,847+138.3% |
| Participation rate | 48.8% | 75.8%-27.0pp | 82.8%-34.0pp | 69.3%-20.5pp |
| Annual return | 13.25% | 45.08%-31.8pp | 263.68%-250.4pp | 318.61%-305.4pp |
| Employer contribution / active EE | $417 | $3,319-87.4% | $4,831-91.4% | $2,565-83.7% |
| Participant deferral / active EE | $2,691 | $5,946-54.7% | $7,353-63.4% | $3,952-31.9% |
| Admin fee / account holder | $60,811 | $6,934+777.0% | $10,802+462.9% | $6,261+871.3% |