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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 | $238,893 | $154,209+54.9% | $130,062+83.7% | $139,487+71.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 14.16% | 32.52%-18.4pp | -137.37%+151.5pp | 373.84%-359.7pp |
| Employer contribution / active EE | $853 | $5,292-83.9% | $4,322-80.3% | $4,755-82.1% |
| Participant deferral / active EE | $3,778 | $6,709-43.7% | $5,821-35.1% | $6,713-43.7% |
| Admin fee / account holder | $2,601 | $13,988-81.4% | $10,601-75.5% | $11,407-77.2% |