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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 | $215,385 | $112,112+92.1% | $95,956+124.5% | $158,950+35.5% |
| Participation rate | 28.6% | 79.0%-50.4pp | 77.1%-48.5pp | 82.0%-53.4pp |
| Annual return | 60.27% | 171.15%-110.9pp | 91.63%-31.4pp | 302.91%-242.6pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,815 | $4,784-41.2% | $4,167-32.4% | $5,983-52.9% |
| Admin fee / account holder | $13,269 | $10,134+30.9% | $6,797+95.2% | $11,248+18.0% |