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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 | $186,218 | $109,872+69.5% | $98,483+89.1% | $167,536+11.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 23.55% | 1959.31%-1935.8pp | 1494.38%-1470.8pp | 478.82%-455.3pp |
| Employer contribution / active EE | $43 | $3,225-98.7% | $2,961-98.5% | $4,839-99.1% |
| Participant deferral / active EE | $7,593 | $4,673+62.5% | $4,276+77.5% | $6,342+19.7% |
| Admin fee / account holder | $1,502 | $6,757-77.8% | $5,953-74.8% | $12,315-87.8% |