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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 | $245,779 | $109,904+123.6% | $97,167+152.9% | $145,959+68.4% |
| Participation rate | 61.9% | 75.9%-14.0pp | 72.7%-10.8pp | 80.3%-18.4pp |
| Annual return | 13.14% | 243.43%-230.3pp | 75.27%-62.1pp | 561.95%-548.8pp |
| Employer contribution / active EE | $329 | $3,084-89.3% | $2,729-87.9% | $4,661-92.9% |
| Participant deferral / active EE | $2,574 | $4,676-45.0% | $4,264-39.6% | $6,689-61.5% |
| Admin fee / account holder | $38,234 | $6,216+515.1% | $5,650+576.7% | $13,398+185.4% |