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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 | $196,639 | $129,737+51.6% | $119,126+65.1% | $154,746+27.1% |
| Participation rate | 44.4% | 78.9%-34.4pp | 75.8%-31.3pp | 80.7%-36.3pp |
| Annual return | 14.15% | 379.08%-364.9pp | 282.11%-268.0pp | 172.34%-158.2pp |
| Employer contribution / active EE | $226 | $4,375-94.8% | $4,034-94.4% | $4,379-94.8% |
| Participant deferral / active EE | $3,255 | $5,842-44.3% | $5,318-38.8% | $6,730-51.6% |
| Admin fee / account holder | $38,915 | $11,961+225.4% | $10,693+263.9% | $14,365+170.9% |