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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 | $213,210 | $109,967+93.9% | $97,197+119.4% | $145,877+46.2% |
| Participation rate | 42.9% | 76.0%-33.1pp | 72.7%-29.8pp | 80.3%-37.4pp |
| Annual return | 11.24% | 244.27%-233.0pp | 75.47%-64.2pp | 551.28%-540.0pp |
| Employer contribution / active EE | $189 | $3,077-93.9% | $2,723-93.1% | $4,663-95.9% |
| Participant deferral / active EE | $1,006 | $4,676-78.5% | $4,263-76.4% | $6,691-85.0% |
| Admin fee / account holder | $18,337 | $6,199+195.8% | $5,637+225.3% | $13,402+36.8% |