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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 | $243,202 | $72,071+237.4% | $68,368+255.7% | $137,256+77.2% |
| Participation rate | 17.6% | 76.2%-58.6pp | 73.8%-56.1pp | 80.0%-62.3pp |
| Annual return | 18.95% | 353.14%-334.2pp | 292.57%-273.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $323 | $2,788-88.4% | $2,649-87.8% | $4,156-92.2% |
| Participant deferral / active EE | $2,810 | $4,410-36.3% | $4,123-31.8% | $6,407-56.1% |
| Admin fee / account holder | $3,082 | $5,336-42.2% | $5,150-40.2% | $12,270-74.9% |