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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 | $229,104 | $102,385+123.8% | $147,080+55.8% | $80,935+183.1% |
| Participation rate | 67.7% | 75.9%-8.1pp | 82.2%-14.4pp | 67.7%+0.1pp |
| Annual return | 16.46% | 135.09%-118.6pp | 420.17%-403.7pp | 35.66%-19.2pp |
| Employer contribution / active EE | $740 | $3,717-80.1% | $4,933-85.0% | $2,757-73.2% |
| Participant deferral / active EE | $9,922 | $6,651+49.2% | $8,066+23.0% | $4,299+130.8% |
| Admin fee / account holder | $21,966 | $7,951+176.2% | $12,989+69.1% | $6,924+217.2% |