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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 | $110,093+123.2% | $97,295+152.6% | $145,897+68.5% |
| Participation rate | 61.9% | 75.9%-14.0pp | 72.7%-10.8pp | 80.3%-18.4pp |
| Annual return | 13.14% | 244.76%-231.6pp | 75.62%-62.5pp | 552.29%-539.1pp |
| Employer contribution / active EE | $329 | $3,077-89.3% | $2,723-87.9% | $4,663-92.9% |
| Participant deferral / active EE | $2,574 | $4,678-45.0% | $4,264-39.6% | $6,689-61.5% |
| Admin fee / account holder | $38,234 | $6,212+515.4% | $5,646+577.1% | $13,390+185.5% |