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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 | $210,468 | $94,749+122.1% | $112,899+86.4% | $139,466+50.9% |
| Participation rate | 27.3% | 81.3%-54.0pp | 80.5%-53.2pp | 80.3%-53.1pp |
| Annual return | 14.73% | 40.92%-26.2pp | 34.11%-19.4pp | 373.66%-358.9pp |
| Employer contribution / active EE | $8 | $4,630-99.8% | $4,566-99.8% | $4,754-99.8% |
| Participant deferral / active EE | $3,156 | $6,517-51.6% | $6,516-51.6% | $6,712-53.0% |
| Admin fee / account holder | $5,920 | $8,530-30.6% | $7,047-16.0% | $11,409-48.1% |