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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 | $197,750 | $111,814+76.9% | $93,654+111.1% | $145,959+35.5% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 12.20% | 203.30%-191.1pp | 133.34%-121.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $480 | $3,092-84.5% | $2,421-80.2% | $4,661-89.7% |
| Participant deferral / active EE | $6,000 | $4,914+22.1% | $4,413+36.0% | $6,689-10.3% |
| Admin fee / account holder | $1,380 | $10,246-86.5% | $8,282-83.3% | $13,398-89.7% |