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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 | $209,069 | $96,508+116.6% | $75,901+175.4% | $152,897+36.7% |
| Participation rate | 20.0% | 76.2%-56.2pp | 69.3%-49.3pp | 82.5%-62.5pp |
| Annual return | 29.61% | 33.99%-4.4pp | 30.76%-1.2pp | 345.43%-315.8pp |
| Employer contribution / active EE | $264 | $3,310-92.0% | $2,501-89.4% | $4,764-94.5% |
| Participant deferral / active EE | $5,000 | $4,554+9.8% | $3,603+38.8% | $5,851-14.5% |
| Admin fee / account holder | $1,225 | $8,081-84.8% | $5,420-77.4% | $11,599-89.4% |