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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 | $234,320 | $117,846+98.8% | $102,434+128.8% | $145,884+60.6% |
| Participation rate | 45.5% | 78.6%-33.2pp | 76.5%-31.1pp | 80.3%-34.8pp |
| Annual return | 20.70% | 31.90%-11.2pp | 29.46%-8.8pp | 551.85%-531.1pp |
| Employer contribution / active EE | $763 | $3,615-78.9% | $3,023-74.8% | $4,662-83.6% |
| Participant deferral / active EE | $3,741 | $5,733-34.7% | $5,055-26.0% | $6,690-44.1% |
| Admin fee / account holder | $80,385 | $13,356+501.9% | $9,462+749.6% | $13,392+500.3% |