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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 | $218,726 | $90,530+141.6% | $76,030+187.7% | $145,897+49.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 17.08% | 625.08%-608.0pp | 361.54%-344.5pp | 552.29%-535.2pp |
| Employer contribution / active EE | $347 | $3,319-89.6% | $2,688-87.1% | $4,663-92.6% |
| Participant deferral / active EE | $1,505 | $5,164-70.9% | $4,257-64.7% | $6,689-77.5% |
| Admin fee / account holder | $17,092 | $8,383+103.9% | $6,421+166.2% | $13,390+27.6% |